Asora
Asora · Dublin, Ireland · founded 2021
What it is
Asora is a family-office platform that centralizes financial data, portfolio management, and reporting across multiple asset classes. It automatically aggregates, maps, cleans, and standardizes data from banks and custodians with available feeds; its pricing information says it aggregates data from more than 200 custodians. The platform includes performance reporting, risk analysis, and tax-lot tracking. Performance monitoring provides a unified portfolio view with daily updates and consistent calculation methods across assets. An integration with Canoe Intelligence structures private-fund information such as capital calls, distributions, and investor statements. Asora is available on the web, Android, and iOS. Its mobile app includes portfolio performance, account balances, documents, and reports. Pricing is tiered by net worth under management, with unlimited users and the full platform at each tier. The entry tier is $900 a month, billed annually, and includes unlimited bank connections and 20 custodian accounts. The platform is intended for single- and multi-family offices and their advisors. There is no free plan or free trial.
For and against
For
- Aggregates and standardizes data from banks and custodians.
- Includes performance reporting, risk analysis, and tax-lot tracking.
- Daily portfolio updates use consistent calculation methods.
- Mobile app includes balances, documents, and reports.
Against
- No free plan or free trial.
- Entry tier costs $900 a month, billed annually.
- Entry tier includes 20 custodian accounts.
The verdict
Asora brings aggregation, portfolio monitoring, and reporting into one family-office platform, with mobile access and alternative-fund data support. The annual-billed entry tier has a substantial starting cost and a stated custodian-account limit.
Who it suits
Asora is aimed at single- and multi-family offices and their advisors managing investments across multiple asset classes. Its web and mobile access may suit users who need portfolio information, documents, and reports on iOS or Android.
Plans and prices
Entry tier
Unlimited users · Unlimited bank account connections · 20 custodian accounts
Read 20 Sep 2026 · asora.com
Data aggregation add-on
20 extra investment accounts
Read 20 Sep 2026 · asora.com
Alternative fund holdings add-on
Up to 20 holdings
Read 20 Sep 2026 · asora.com
Private cloud add-on
Dedicated isolated server
Read 20 Sep 2026 · asora.com
Onboarding fee
Year-one implementation fee
Read 20 Sep 2026 · asora.com
Asora — $50–100M bracket (3 of 9)
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
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
On the record
- Alternative investments
- Asora integrates with Canoe Intelligence to structure private-fund data such as capital calls, distributions, and investor statements.asora.com · read 30 Sep 2026
- Asset class coverage
- multi_asset_alternativesasora.com · read 20 Sep 2026
- Data aggregation
- It automatically aggregates, maps, cleanses, and standardises data from banks and custodians.asora.com · read 30 Sep 2026
- 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.asora.com · read 30 Sep 2026
- 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.asora.com · read 30 Sep 2026
- Intended customers
- Asora says it is purpose-built for single and multi-family offices and serves families and their advisors.asora.com · read 30 Sep 2026
- Mobile apps
- The mobile app is available on iOS and Android and supports portfolio performance, account balances, documents, and reports.asora.com · read 30 Sep 2026
- Performance
- Performance monitoring provides a unified portfolio view with daily automated updates and consistent calculation methodologies across assets.asora.com · read 30 Sep 2026
- Performance reporting
- Yesasora.com · read 20 Sep 2026
- Pricing basis
- Pricing is tiered by net worth under management; each tier includes the full platform, with unlimited users and no feature gating.asora.com · read 30 Sep 2026
- 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.asora.com · read 30 Sep 2026
- Purpose
- Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting.asora.com · read 30 Sep 2026
- Risk analysis
- Yesasora.com · read 20 Sep 2026
- 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.asora.com · read 30 Sep 2026
- 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.asora.com · read 30 Sep 2026
- Tax-lot tracking
- Yesasora.com · read 20 Sep 2026
