Solution introduction

Asora is the digital platform built for wealth owners and family offices

Asora gives you the information you need, when you need it powering the decisions that matter

10,000+ connections to visualise your data
Asora is built on an open platform to meet the needs of today’s wealth owners.

Connect - 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.

Track - Track private assets including property, private shares and collectibles
Struggle to keep track of private assets? 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, creating a single source of truth for all wealth.

Manage - Manage wealth across different owners and entities
Create multiple Owners and Entities and group together into one or more Families allowing you to move quickly from family to individual owner view. Automatic net asset value calculations for entities keeps wealth balances up to date and in sync across the family.

Monitor - Monitor investment performance and costs
Set your performance targets and risk limits in a Mandate. Asora provides 24/7 performance and risk monitoring alerting you early to the action you need to take.

Collaborate - Collaborate with your advisers
Give external advisers access to the information they need to give the high quality proactive advice you expect. Comprehensive permissioned access allows you to decide what they see and when.

Engage - Engage with intuitive design and mobile apps
Move to digital first reporting with clear transparent information when you need it on the webapp or mobile. The asora interface is designed to engage the family across generations and strengthen internal communication.

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