Asora
Asora is a family-office operating platform for centralizing financial data, managing portfolios, and reporting across multiple asset types.
What Asora is
Asora is a family-office operating platform for centralizing financial data, managing portfolios, and reporting across multiple asset types. It aggregates, maps, cleanses, and standardizes data from banks and custodians with available feeds; its pricing page 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. An integration with Canoe Intelligence structures private-fund data such as capital calls, distributions, and investor statements. Asora is available on the web, Android, and iOS; its mobile app supports portfolio performance, account balances, documents, and reports. The entry tier is $900 a month, billed annually, and includes unlimited users, unlimited bank connections, and 20 custodian accounts. Pricing is tiered by net worth under management. There is no free plan or free trial. Asora is designed for single- and multi-family offices and their advisors.
Good
- Aggregates data from more than 200 custodians
- Includes performance reporting, risk analysis, and tax-lot tracking
- Available on web, Android, and iOS
- Entry tier includes unlimited users and bank connections
Watch out
- No free plan or free trial
- Entry tier is $900 a month, billed annually
- Entry tier includes 20 custodian accounts
Who it suits
Asora suits single- and multi-family offices and their advisors who need consolidated financial data and portfolio reporting. Its entry tier includes unlimited users and bank connections, plus 20 custodian accounts.
Verdict
Asora combines data aggregation, portfolio tools, and mobile access for family offices. The entry tier is $900 a month, billed annually, and there is no free plan or trial.
Plans and prices
From Asora's own pricing page, checked 20 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Entry tier | $900 a month | Unlimited users · Unlimited bank account connections · 20 custodian accounts · Billed annually |
| Data aggregation add-on | $3,600 a year | 20 extra investment accounts · billed annually |
| Alternative fund holdings add-on | $3,600 a year | Up to 20 holdings · billed annually |
| Private cloud add-on | $4,000 a year | Dedicated isolated server · billed annually |
| Onboarding fee | $3,900 a month | Year-one implementation fee · One-time, Year 1 only |
| Asora — $50–100M bracket (3 of 9) | $15,600 a year | Unlimited users · Unlimited bank connections · 20 custodian accounts included · Additional investment-account packs, alternative-fund holdings, and private cloud priced separately · $15,600/year; equivalent to $1,300/month, billed annually. One-time onboarding fee: +$3,900. |
| Enterprise | Priced on request | For family offices above $1B, multi-jurisdiction, or with unusual structures · Quote covers entity count, custodian mix, and onboarding scope · Custom quote. |
The facts
Each one read from Asora's own pages, with the date it was checked.
What it does
- Alternative investments
- Asora integrates with Canoe Intelligence to structure private-fund data such as capital calls, distributions, and investor statements.checked 30 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Data aggregation
- It automatically aggregates, maps, cleanses, and standardises data from banks and custodians.checked 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.checked 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.checked 30 Sep 2026
- Intended customers
- Asora says it is purpose-built for single and multi-family offices and serves families and their advisors.checked 30 Sep 2026
- Performance
- Performance monitoring provides a unified portfolio view with daily automated updates and consistent calculation methodologies across assets.checked 30 Sep 2026
- Performance reporting
- Yeschecked 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.checked 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.checked 30 Sep 2026
- Purpose
- Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting.checked 30 Sep 2026
- Risk analysis
- Yeschecked 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.checked 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.checked 30 Sep 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
The company
- Founded
- 2021checked 28 Sep 2026
- Headquarters
- Dublin, Irelandchecked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
Where it runs
- Mobile apps
- The mobile app is available on iOS and Android and supports portfolio performance, account balances, documents, and reports.checked 30 Sep 2026
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