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Asora vs Canopy

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Asora

6.9#4 in family office software
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Canopy

6.5#7 in family office softwareFrom $15,000 a year
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What both publish

FactAsoraCanopy
HeadquartersDublin, IrelandSingapore
SecurityAsora 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.Canopy says it is ISO 27001:2022 certified and MAS-aligned, with per-client database isolation, encryption in transit and at rest, and annual third-party penetration tests.

Asora plans

  • Entry tier$900 a month
  • Data aggregation add-on$3,600 a year
  • Alternative fund holdings add-on$3,600 a year
  • Private cloud add-on$4,000 a year
  • Onboarding fee$3,900, paid once
  • Asora — $50–100M bracket (3 of 9)$15,600 a year

Canopy plans

  • Single Family Office$15,000 a year
  • External Asset Manager / Multi Family Office$25,000 a year

Pick Asora if…

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.

Pick Canopy if…

Canopy is intended for family offices, external asset managers, and private banks that need consolidated wealth records and portfolio reporting. It may suit teams that work across multiple custodians and entity structures.

Charts they share