Asora
6.9#4 in family office softwareAndroidiOSWeb
VisitAsora vs Global WealthES™
Global WealthES™
5.6#20 in family office softwareWeb
VisitWhat both publish
| Fact | Asora | Global WealthES™ |
|---|---|---|
| Headquarters | Dublin, Ireland | Edison, New Jersey, USA |
| Intended customers | Asora says it is purpose-built for single and multi-family offices and serves families and their advisors. | Fi-Tek describes Global WealthES as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions. |
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
Global WealthES™ plans
No prices published.
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 Global WealthES™ if…
Global WealthES suits medium and large financial institutions, including private banks, trust banks, wealth managers, broker-dealers, family offices, and RIAs. It is aimed at organizations needing investment, accounting, securities-processing, and reporting capabilities in one platform.