Asora vs WealthSphere

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

WealthSphere plans

• Modular pricingPriced on request

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 WealthSphere if…

WealthSphere suits trust, corporate, fiduciary, fund administration, family office, legal, and accountancy organizations managing entities, compliance, documents, accounting, or client portals.