Wealth & Private Banking › Portfolio & Wealth Management › Client Reporting

Asora

SaaS platform for single and multi-family offices automating data capture and digital wealth reporting.

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Overview

Asora is a SaaS platform purpose-built for single and multi-family offices that automates data capture and delivers secure, digital reporting across web and mobile. It consolidates financial data in one place, connecting bank, investment and custody accounts and tracking both liquid and illiquid assets.

By replacing manual processes with automation, Asora gives family offices portfolio oversight and consolidated reporting across their full asset base.

Key Features

+ Automated data capture and aggregation
+ Consolidated wealth reporting
+ Liquid and illiquid asset tracking
+ Web and mobile reporting
+ Portfolio oversight for family offices
+ ISO 27001 certified security

Integrations

Open APICustodians

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