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Asora
by Asora
What Asora is
Asora is a family-office operating platform for centralising financial data, portfolio management and reporting across multiple asset types. It automatically gathers, maps, cleans and standardises information from banks and custodians with available feeds; its pricing information refers to more than 200 custodians. The platform provides performance reporting, risk analysis and tax-lot tracking, with daily automated updates and consistent calculation methods across assets. An integration with Canoe Intelligence structures private-fund information including capital calls, distributions and investor statements. Asora runs on the web, Android and iOS. Its mobile app shows portfolio performance, account balances, documents and reports. The entry tier is $900 a month, billed annually, with unlimited users, unlimited bank-account connections and 20 custodian accounts. Pricing is tiered by net worth under management, and each tier includes the full platform without feature gating. Additional investment-account packs cost $3,600 a year for 20 accounts. Asora is designed for single- and multi-family offices and their advisors.
Who it suits
Asora suits single- and multi-family offices and advisors managing varied assets, bank and custodian data, and private-fund holdings. It is intended for organisations needing portfolio reporting, risk analysis and tax-lot tracking.
What it does well
- Aggregates and standardises data from banks and custodians
- Includes performance, risk and tax-lot reporting
- Supports private-fund data through Canoe Intelligence
- Web, Android and iOS availability
- Unlimited users in the entry tier
What to know first
- Starts at $900 a month, billed annually
- No free plan or free trial
- Entry tier includes 20 custodian accounts
- Implementation fee is 25% of annual subscription
Limits
The $900 a month entry tier, billed annually, includes unlimited bank-account connections and 20 custodian accounts. Additional investment accounts are sold in packs of 20 for $3,600 a year; the one-time implementation fee is 25% of the annual subscription.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Entry tier | Billed annually · Unlimited users · Unlimited bank account connections · 20 custodian accounts | $900 a month |
| Data aggregation add-on | billed annually · 20 extra investment accounts | $3,600 a year |
| Alternative fund holdings add-on | billed annually · Up to 20 holdings | $3,600 a year |
| Private cloud add-on | billed annually · Dedicated isolated server | $4,000 a year |
| Onboarding fee | One-time, Year 1 only · Year-one implementation fee | $3,900, paid once |
| Asora — $50–100M bracket (3 of 9) | $15,600/year; equivalent to $1,300/month, billed annually. One-time onboarding fee: +$3,900. · Unlimited users · Unlimited bank connections · 20 custodian accounts included · Additional investment-account packs, alternative-fund holdings, and private cloud priced separately | $15,600 a year |
| Enterprise | Custom quote. · For family offices above $1B, multi-jurisdiction, or with unusual structures · Quote covers entity count, custodian mix, and onboarding scope | On request |
As asora.com lists them, read 20 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Asora website.
- Choose a tier based on net worth under management.
- Use the web platform or access the mobile app on iOS or Android.
- Connect bank accounts and eligible custodian accounts.
- Add investment-account packs, alternative-fund holdings, or private cloud if needed.
- Plan for the one-time implementation fee, which is 25% of the annual subscription.
Verdict
Asora combines data aggregation, portfolio oversight and reporting for family-office operations. Its paid structure, account limits and implementation fee are important considerations before adoption.
Questions
How much does Asora cost?
The entry tier costs $900 a month, billed annually. Pricing is tiered by net worth under management, and Enterprise pricing is by custom quote.
Is there a free plan or trial?
No. Asora has no free plan and no free trial.
Which platforms can I use?
Asora is available on the web, iOS, and Android. Its mobile app includes portfolio performance, account balances, documents, and reports.
What account connections come with the entry tier?
It includes unlimited bank-account connections and 20 custodian accounts. Packs of 20 additional investment accounts cost $3,600 a year.
Does Asora support alternative investments?
It integrates with Canoe Intelligence to structure private-fund data such as capital calls, distributions, and investor statements.
What does the private-cloud add-on cost?
The private-cloud add-on costs $4,000 a year and uses a dedicated single-tenant virtual server on MS Azure.
Facts from Asora's own pages
- Alternative investments
- Asora integrates with Canoe Intelligence to structure private-fund data such as capital calls, distributions, and investor statements. · asora.com, 30 Sept 2026
- Asset class coverage
- multi_asset_alternatives · asora.com, 20 Sept 2026
- Data aggregation
- It automatically aggregates, maps, cleanses, and standardises data from banks and custodians. · asora.com, 30 Sept 2026
- Founded
- 2021 · asora.com, 28 Sept 2026
- Free plan
- No · asora.com, 20 Sept 2026
- Headquarters
- Dublin, Ireland · asora.com, 28 Sept 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. · asora.com, 30 Sept 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. · asora.com, 30 Sept 2026
- Intended customers
- Asora says it is purpose-built for single and multi-family offices and serves families and their advisors. · asora.com, 30 Sept 2026
- Mobile apps
- The mobile app is available on iOS and Android and supports portfolio performance, account balances, documents, and reports. · asora.com, 30 Sept 2026
- Performance
- Performance monitoring provides a unified portfolio view with daily automated updates and consistent calculation methodologies across assets. · asora.com, 30 Sept 2026
- Performance reporting
- Yes · asora.com, 20 Sept 2026
- Pricing basis
- Pricing is tiered by net worth under management; each tier includes the full platform, with unlimited users and no feature gating. · asora.com, 30 Sept 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. · asora.com, 30 Sept 2026
- Purpose
- Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting. · asora.com, 30 Sept 2026
- Risk analysis
- Yes · asora.com, 20 Sept 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. · asora.com, 30 Sept 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. · asora.com, 30 Sept 2026
- Tax-lot tracking
- Yes · asora.com, 20 Sept 2026
Where Asora stands on Freedom251
- Family Office Software#3 of 24
- Portfolio Management Software#37 of 81