Asora vs Canopy

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.

Canopy brings wealth records from multiple custodians into a consolidated, reconciled portfolio view for family offices, external asset managers, and private banks. It connects to more than 250 custodians through direct feeds, real-time SWIFT, and statement parsing, and covers assets from equities and cash to private markets and real estate across multiple entities. Portfolio accounting includes daily revaluation, cost basis, profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics cover returns, risk, exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can create custom or white-label reports and schedule delivery. The client portal offers iOS and Android apps, role-based access, and AI chat. Optional AI tools include portfolio questions with cited answers, PDF analysis, and transaction classification; Canopy says client data is not used to train shared AI models. Pricing depends on scope and is available on request. Listed annual plans start at $15,000 a year for a Single Family Office, with a one-year commitment.