Asora
Software for the modern family office
Asora is a multi-asset wealth management platform designed for family offices and wealth managers to consolidate, monitor, and report on diverse portfolios.
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About Asora
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.
More Details
| Attribute | Details |
|---|---|
| Categories | Consolidated Reporting, Data Aggregation, Portfolio Management, Technology provider |
| Features | Custom Reports, Full Multi-Currency Support, Digital Excellence |
| Target Segments | Multi-family office, Single-family office |
At a Glance
Deployment
Cloud (SaaS) + optional private cloud
Security
ISO 27001, GDPR compliant
Data Hosting
Microsoft Azure (region unspecified)
Custodian Feeds
Thousands of institutions; Canoe Intelligence for alternatives
Asset Classes
All asset classes, incl. alternatives
AI Capabilities
AI document processing for alternatives (K-1s, capital calls)
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