Sage vs Asora

You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Sage Intacct

Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

Asora

Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

11-50

–

2020

Owned by management
Key staff also have ownership

Ireland

Dublin

United Kingdom
Luxembourg
Ireland
Channel Islands (Jersey, Guernsey)

–

Client

Single family offices

Individual wealth owners
Single family offices
Multi-family offices

–

Product

Consolidated Reporting
Data Aggregation
Data
Governance
Portfolio Management

Digital Excellence
Ability to Whitelabel
Full Multi-Currency Support
Mobile App
Proven Agility
Visionary Purpose

Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

GDPR

Technology

SAAS

–

Microsoft

MS Excel
Refinitiv
Morningstar
Factset

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