Asora
asora.com
What it is
Asora is a family-office operating platform for aggregating financial data, managing portfolios, and producing reports. It automatically collects, maps, cleans, and standardizes data from banks and custodians with available feeds; its pricing page says it aggregates data from more than 200 custodians. The platform covers multiple asset classes and includes performance reporting, risk analysis, and tax-lot tracking. Performance monitoring provides a consolidated portfolio view, updated daily with consistent calculation methods across assets. An integration with Canoe Intelligence structures private-fund information such as capital calls, distributions, and investor statements. Asora runs on the web, iOS, and Android; its mobile app provides portfolio performance, balances, documents, and reports. The entry tier costs $900 a month, billed annually, with unlimited users and bank connections plus 20 custodian accounts. Pricing is tiered by net worth under management, with the full platform included at each tier. Additional investment-account packs cost $3,600 a year for 20 accounts. There is no free plan or trial.
Spec sheet
- Purpose
- Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting.Read 30 Sep 2026 · asora.com
- Free plan
- NoRead 20 Sep 2026 · asora.com
- Mobile apps
- The mobile app is available on iOS and Android and supports portfolio performance, account balances, documents, and reports.Read 30 Sep 2026 · asora.com
- Security
- Asora states it uses end-to-end encryption, two-factor authentication or on-device biometrics, role-based permissions, and is ISO 27001 certified and GDPR compliant.Read 30 Sep 2026 · asora.com
- Headquarters
- Dublin, IrelandRead 28 Sep 2026 · asora.com
- Founded
- 2021Read 28 Sep 2026 · asora.com
- Alternative investments
- Asora integrates with Canoe Intelligence to structure private-fund data such as capital calls, distributions, and investor statements.Read 30 Sep 2026 · asora.com
- Asset class coverage
- multi_asset_alternativesRead 20 Sep 2026 · asora.com
- Data aggregation
- It automatically aggregates, maps, cleanses, and standardises data from banks and custodians.Read 30 Sep 2026 · asora.com
- Included account limits
- Every plan includes unlimited bank-account connections and 20 custodian accounts; additional investment accounts can be added in packs of 20 for $3,600/year.Read 30 Sep 2026 · asora.com
- Institution connections
- Asora says it guarantees a connection with banks and custodians that have available data feeds, and its pricing page says it aggregates data from 200+ custodians.Read 30 Sep 2026 · asora.com
- Intended customers
- Asora says it is purpose-built for single and multi-family offices and serves families and their advisors.Read 30 Sep 2026 · asora.com
- Performance
- Performance monitoring provides a unified portfolio view with daily automated updates and consistent calculation methodologies across assets.Read 30 Sep 2026 · asora.com
- Performance reporting
- YesRead 20 Sep 2026 · asora.com
- Pricing basis
- Pricing is tiered by net worth under management; each tier includes the full platform, with unlimited users and no feature gating.Read 30 Sep 2026 · asora.com
- Private cloud
- A private-cloud option uses a dedicated single-tenant virtual server on MS Azure; pricing lists the add-on at +$4,000/year.Read 30 Sep 2026 · asora.com
- Risk analysis
- YesRead 20 Sep 2026 · asora.com
- Support and onboarding
- Onboarding scope scales with entity and custodian count, support becomes priority above $200M AUM, and the one-time implementation fee is 25% of the annual subscription.Read 30 Sep 2026 · asora.com
- Tax-lot tracking
- YesRead 20 Sep 2026 · asora.com
Plans and prices
Entry tier $900 a month Billed annually Unlimited users · Unlimited bank account connections · 20 custodian accounts Read 20 Sep 2026 · asora.com
Data aggregation add-on $3,600 a year billed annually 20 extra investment accounts Read 20 Sep 2026 · asora.com
Alternative fund holdings add-on $3,600 a year billed annually Up to 20 holdings Read 20 Sep 2026 · asora.com
Private cloud add-on $4,000 a year billed annually Dedicated isolated server Read 20 Sep 2026 · asora.com
Onboarding fee $3,900 a month One-time, Year 1 only Year-one implementation fee Read 20 Sep 2026 · asora.com
Asora — $50–100M bracket (3 of 9) $15,600 a year $15,600/year; equivalent to $1,300/month, billed annually. One-time onboarding fee: +$3,900. Unlimited users · Unlimited bank connections · 20 custodian accounts included · Additional investment-account packs, alternative-fund holdings, and private cloud priced separately Read 30 Sep 2026 · asora.com
Enterprise Priced on request Custom quote. For family offices above $1B, multi-jurisdiction, or with unusual structures · Quote covers entity count, custodian mix, and onboarding scope Read 30 Sep 2026 · asora.com
Strong points and limits
Strong points
- Aggregates data from banks and custodians with available feeds
- Includes performance reporting, risk analysis, and tax-lot tracking
- Covers multiple asset classes
- Mobile app shows balances, documents, and reports
Limits
- No free plan or trial
- Entry tier costs $900 a month, billed annually
- Entry tier includes 20 custodian accounts
- Additional packs cost $3,600 a year
Who it suits
Asora is intended for single- and multi-family offices and the families and advisors they serve. Its portfolio and reporting tools may suit offices managing multiple asset classes and private-fund holdings.
Verdict
Asora combines portfolio data aggregation, reporting, risk analysis, and tax-lot tracking for family offices. The annual entry tier starts at $900 a month, with 20 custodian accounts included.
Where Specifiction places it
- Family Office Software#4 of 248.2
- Portfolio Management Software#18 of 818.2
