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Software for the modern family office

Asora helps you automate aggregation of bankable and private asset data, generate robust performance monitoring, and customised reporting — all on a single platform.

Schedule DemoExplore Features

Software for the modern family office

Asora helps you automate aggregation of bankable and private asset data, generate robust performance monitoring, and customised reporting — all on a single platform.

Schedule DemoExplore Features

Graduate from spreadsheets to all-inclusive family office software

The Conventional Way

  • Disorganised data
  • Time-consuming reporting
  • Lack of real-time insights

The Better Way with Asora

  • Your single source of truth
  • Reporting on-demand
  • Real-time insights on private assets

A platform that goes beyond reporting

Automate data aggregation, generate customised reports, and manage all assets in one place

DATA AUTOMATION

Connect your bank and investment accounts

Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy to access platform.

PERFORMANCE MONITORING

Create customised performance reporting

Struggling to generate performance metrics in Excel? Create customised portfolios with dynamically updated daily time weighted returns, IRR and other metrics.

ACCOUNTING

Track all your assets and investments

Complex family office structure making it hard to keep track of assets? Easily access accounting and tax information with Asora’s tranche lot accounting feature, streamlining your reporting processes and tracking investment assets’ book cost.

PRIVATE ASSETS

Track private assets including property, private equity and collectibles

Struggle to track private assets across different entity structure? We realise wealth doesn’t just consist of bank and investment accounts. Asora captures and tracks any type of asset, from property to cars, from private company shares to fine wine, across complex entity structures to create a single source of truth for all wealth.

DOCUMENTS

Secure central document vault

Frustrated trying to keep track of all of your documents? Streamline document management by linking them directly to assets, accounts and entities, adding personalised tags and securely sharing through platform.

WORKFLOWS AND ALERTS

Centralised activity feed with alerts

Have way too many tasks to keep track of? Manage family office operations with Asora’s single point of view for the team, comprehensive data access permissioning, and pipeline tracking, and more, keeping your team on track with easy-to-use activity feed and task management tools.

MOBILE

Access Asora, no matter where you are

Looking for information on the go? Get real-time portfolio performance, documents, and net worth with our intuitive interface. Stay updated with markets and insights, and enjoy on-demand access to wealth data. Our 2FA for web app access ensures seamless and secure management of family office operations.

Asora integrates with 10,000+ financial institutions

Need a new one? We’ve got you covered!

Asora integrates with 10,000+ financial institutions

Need a new one? We’ve got you covered!

What Our Customers Say

A Secure Home for your Financial Data

Always Encrypted™

Two-Factor Authentication

Security Alerts

Private Cloud Storage

Security Centre

Independent Verification

Always Encrypted™

Two-Factor Authentication

Private Cloud Storage

Security Alerts

Security Centre

Independent Verification

Learn More

Frequently Asked Questions

Why do I need family office software?

Family office software offers a comprehensive solution to eliminate data disorganisation by centralising data storage, automating tasks, enhancing security, facilitating analysis, and streamlining communication. Learn more about the benefits of using family office software. 

What should I look for when selecting family office software?

When selecting family office software, some features that one must look for include a comprehensive reports and analytics suite, security measures, and workflow automation, among others. Here are the top 5 features to look for in your family office management software.

What kind of accounts can I connect to?

With Asora, you can connect to both bank and investment accounts. We connect to over 10,000 financial institutions.

Can I manage both liquid and illiquid assets on the platform?

Asora allows you to track liquid and illiquid assets on the platform. You can connect bank and investment accounts, manage private assets, and more. Learn more about the features offered. 

Is my data safe on Asora?

Asora takes numerous measures to ensure utmost privacy and safety. We are ISO 27001 certified and GDPR-compliant. Learn more about our security measures.

Automate your family office today

Schedule Demo