Asora

Asora makes cloud software for single-family and multi-family offices, wealthy individuals and the advisors who work for them. The Dublin-based company was founded in 2021 and says more than 100 families in over 15 countries use the platform, mainly in Europe, Asia and the Middle East.

The platform pulls transactions, valuations and statements from banks and custodians through data feeds, APIs and file ingestion, then cleans and maps the data into one format; the company says it connects to more than 200 custodians. Private equity, hedge fund and other alternative holdings can be tracked with commitments, capital calls and distributions, using Canoe Intelligence to read fund documents. Users model trusts, holding companies and multi-generation entity structures and consolidate them at any level. Other modules calculate IRR and time-weighted performance, track accounting and tax items, and add document storage, workflows with role-based permissions, custom reports, and iOS and Android apps.

Pricing is published and tiered by the net worth a family office manages, with unlimited users and every feature in each tier; for example, the $50M to $100M bracket is quoted at $15,600 a year. Extra investment-account packs, alternative-fund data and a private-cloud option cost more, and onboarding is a one-time fee of 25% of the annual subscription. Asora holds ISO 27001 certification.