Pricing
Pricing for family offices of all sizes
Full access to the platform. No feature gating. Unlimited users. Optional add-ons if needed.
ISO 27001 Certified
GDPR Compliant
Trusted by 100+ families in 15+ countries
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Select your assets tracked
$0 million
100 m
200 m
500 m
1b
for $ of assets tracked
$1600
/month
Annual contract
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What’s included in every plan
Access to all Asora features
Unlimited users on the platform
Unlimited bank account connections
10 custodian accounts, more can be added
Optional Add-Ons
We offer optional add-ons to suit your wealth management plans
Additional investment accounts
$300
/month
Scale up by adding 20 extra investment accounts when needed
Alts data ingestion
$300
/month
Automate data aggregation for private equity and hedge funds with Canoe Intelligence (up to 20 holdings)
Benefits
Results that matter
100+ families worldwide trust Asora and achieve great results.
60%
less time spent gathering and reconciling data
10 Minutes
to create reports instead of days
≤4 weeks
to have your wealth structure live
Testimonials
What other family offices think of Asora
“What used to take several hours or even days to compile reports each month can now be done in minutes with automated, real-time reports.”
– Donald Campbell, Partner
Capstone Family Office
Capstone Family Office
“There’s enough complexity in a family office already. Asora keeps things simple for the family, and gives us full control on the back end.”
– Pearse Brolly, Director of Investments
Bardfour Family Office
Bardfour Family Office
“I don’t have to rely on the manager’s performance numbers anymore as I can calculate my own”
- UHNWI
“The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience.”
- Paul Bakker, Founding Partner
Omnia Capital Partners
Omnia Capital Partners
“Everyone sees the same, up-to-date information. It’s made our discussions sharper and our decisions faster.”
Lead Independent Trustee
Family Trust
Family Trust
“We now have a much more proactive relationship with our advisers, they know what is going on as it happens”
- Trusted Company
Features
A family office platform that goes beyond reporting
Automate data aggregation, generate customised reports, and manage all assets in one place
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Data Aggregation
Single source of truth for all your investments
Consolidate all your financial data into a single source of truth.
Eliminate manual data entry with automated data aggregation from banks & custodians.
Get accurate, up-to-date information to support better decisions.
Performance Monitoring
Performance insights without the manual work
View performance by asset class, entity, or manager.
Track time-weighted returns over any time period.
Monitor IRR and MOIC for private investments.
Accounting
Clarity on costs, tax, and performance
Track gains, income, and capital activity with structured asset-level data.
Monitor gains, fees, and withholding tax in one easy-to-access location.
Use tranche-level book cost accounting for accurate tracking.
Private Assets
A complete view of your private assets
Track valuations and transactions with structured data for private investments.
Record commitments, invested capital, capital calls, and distributions.
Group assets by type, entity, manager, or strategy to match your structure.
Documents
Secure, connected document storage
Find documents easily with direct links from entities, assets, or accounts.
Use secure upload links to collect files without back-and-forth emails.
Stay organised with tags by asset type, structure, or purpose.
Workflow
Stay on top of every task
Control access with permissions down to the asset level.
Record key details on assets so everyone sees the same info.
Assign tasks and track progress to stay organised and aligned.
Mobile
Access Asora anywhere
Track performance, accounts, and documents from your phone.
Give next-gens access to wealth info that's clear and engaging.
Stay secure with two-factor login and a simple, fast interface.
Asora Pricing
Frequently Asked Questions
What is the pricing based on?
The pricing is primarily based on net worth, with optional add-ons.
What features do I get access to?
As an Asora user, you get access to all features.
Do I need to pay for extra users?
No, pricing is not based on number of users.
Is there an implementation fee?
Please note that we charge a one-time implementation fee of 25% of your annual rate.
Is my data safe on Asora?
Asora takes numerous measures to ensure utmost privacy and safety. We are ISO 27001 certified and GDPR-compliant. Users have an option to opt for the Private Cloud add-on, where all their data is stored on a single server. Learn more about our security measures.
What kind of accounts can I connect to?
With Asora, you can connect to both bank and investment accounts. We can connect with any banks that have data feeds available.
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