WealthSpectrum vs Asora

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WealthSpectrum

WealthSpectrum

Category
Accounting

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs of UHNW families. With advanced features for investment management, reporting, and analytics, we help wealth owners preserve and grow wealth with continuous monitoring and tracking.

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asora

Asora

Category
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.

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Company
Employees

  • 50-100

Revenue

-

Founded

  • 1990

Incorporated

-

Locations

  • India

Top 5 Markets

  • India,
  • Singapore,
  • United Arab Emirates,
  • Mauritius,
  • Ireland

Total AUM

  • 300B+

Avg. AUM per client

-

Ownership

  • Owned by management


  • 11-50


–


  • 2020


  • Owned by management
  • Key staff also have ownership


  • Ireland


  • Dublin


  • United Kingdom
  • Luxembourg
  • Ireland
  • Channel Islands (Jersey, Guernsey)


–


–

Client
Focus

  • Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Custodians,
  • Banks,
  • Brokerages

-


Single family offices


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


–

Product
Main Tasks

  • Advisors,
  • Asset Managers,
  • Consolidated Reporting,
  • Investment Platform,
  • Portfolio & Cost Analysis

Top features

  • Full Multi-Currency Support,
  • Mobile App,
  • Ability to Whitelabel,
  • Custom Reports

Assets supported

  • Alternatives,
  • Cash & Equivalents,
  • Commodities,
  • Developed Markets,
  • Equities,
  • Developing Markets,
  • Direct Private Equity,
  • Fixed Income,
  • Hedge Funds,
  • Private Debt,
  • Private Equity,
  • Private Equity Funds,
  • Venture Capital

Compliance

-

Whitelabel

  • Yes


  • 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


  • Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Office 365 SSO,
  • CRM,
  • Sales Force

Mobile App

  • Yes

-


  • SAAS


–


  • Microsoft


  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset


  • Yes