Asora is a software platform for family offices to automate data aggregation and performance monitoring. It connects bank and investment accounts, offers customized reporting, and integrates with over 10,000 financial institutions. The platform ensures data security with encryption and two-factor authentication.
Features
Data Automation
Connects all of your bank and investment accounts to have everything in one secure, easy-to-access platform.
Performance Monitoring
Offers robust performance monitoring for financial assets.
Accounting
Provides comprehensive accounting tools to manage finances efficiently.
Private Assets
Handles and tracks private investments and assets.
Documents Management
Organizes financial documents effectively.
Workflows & Alerts
Automates workflows and sets up alerts for important financial events.
Mobile Access
Offers access to financial data and tools on mobile devices.
Integrations
Integrates with over 10,000 financial institutions for seamless data aggregation.
Comprehensive data mapping
Eliminate the need for continuous data aggregation, standardization, and reconciliation, saving time for family offices.
Bulk report feature and customized reports in Cerebal
Optimize reporting processes by leveraging bulk reports and customized report templates in Cerebal.
Open integrations
Integrate with other software applications, such as Xero and Factset, to streamline workflows.
Open banking connections
Connect to over 10,000 global financial institutions for comprehensive data aggregation.
Direct connections to custodians
Establish connections for investment portfolio data to streamline financial management.
Automated data aggregation
Aggregate alternative funds' data via Canoe Intelligence for improved data efficiency.
Customized asset portfolios
Create customized asset portfolios for family offices to monitor capital allocation.
Multi-currency reporting
Support for over 160 global currencies, allowing for detailed financial analysis across regions.
IRR & MOIC calculations
Perform private equity and liquidity calculations to track deal performance over time.
Automated reconciliation of custodian holdings
Streamline accounting and tax reporting with automatic reconciliation.
Track private assets
Monitor various private assets including property, private equity, and collectibles.
Assign custom fields
Allow for advanced classification and sorting of private asset collections.
Real-time, on-demand net worth statements
Access real-time valuations and statements for family office tracking.
Encrypted email
Accept documents directly to an encrypted vault for secure storage.
Activity feed
Stay up-to-date with a live activity feed for operational insights.
Android and iOS mobile apps
Access financial performance and documents on-the-go through dedicated mobile apps.
Automated Data Aggregation
Automatically collects and integrates data from various sources to centralize information management.
Customised Reporting
Allows users to create personalized reports tailored to their specific data analysis needs.
Private Asset Tracking
Enables secure tracking and monitoring of private assets for management and reporting purposes.
Document and Task Management
Facilitates organization and management of documents and related tasks within the platform.
Data Dashboard
Provides an overview of all your data including financial details, tax information, and legal documents to help manage a family's wealth.
Data Integration
Links your data from various sources into a central system to provide a cohesive view and improve data operations.
Risk Management
Identifies potential risks and vulnerabilities in data strategies to protect family wealth.
Compliance Management
Ensures all reporting and data handling meet current legal and regulatory standards.
Financial Reporting
Creates visual reports for data insights, showing trends and metrics for better decision making.
Always Encrypted™
Your data is stored with end-to-end encryption, separating access between data managers and server managers who cannot access the data.
Two-factor authentication
All data access requires 2 Factor Authentication or device biometrics to ensure only permitted users have data access.
Security alerts
Suspicious activity triggers security alerts to your mobile for things like consecutive login failures and new device usage.
Private Cloud Storage
Optional dedicated single tenant virtual server in MS Azure, available for Professional or Family Office customers.
Security Centre
Control shared data with detailed logs and comprehensive access permissions.
Independent Verification
Security processes audited by British Standards Institute to meet industry best practices and GDPR compliance.
Automated Data Aggregation & Mapping
Automatically collects and organizes data from various sources, aligning it for easy access and analysis.
Customised Financial Reporting
Allows users to create tailored financial reports to meet specific business needs.
Private Asset Management
Provides tools to manage private assets efficiently, ensuring secure and organized handling.
Document and Task Management
Helps organize, track, and manage documents and tasks within teams for better productivity.