Asora

Family office teams that still compile monthly reports by pulling PDFs from bank portals, exporting CSVs, and reconciling in spreadsheets spend weeks on work that should take minutes. Asora, a Dublin-based SaaS platform founded in 2021 by CEO Adam Cleland, who previously co-founded a multi-family office, was built specifically to eliminate that cycle. The platform's origin in the operational trenches of family office management shapes what it prioritises: automated data aggregation from banks and custodians, on-demand reporting across complex entity structures, and private asset tracking that integrates into a consolidated net worth view.

Asora serves single family offices, multi-family offices, and UHNWI principals directly, and claims 100+ families across 15+ countries on the platform. The reported outcomes are specific: 60% less time spent on data gathering, reports generated in 10 minutes rather than days, and wealth structures live within four weeks of onboarding. The platform uses Canoe Intelligence for private asset data and guarantees connections to any bank that offers a data feed.

Key capabilities include:

• Automated data feeds from custodians and banks, with daily close-of-business valuations for liquid assets
• Private asset tracking covering capital calls, distributions, commitments, IRR, and MOIC
• Tranche-level book cost accounting with gains, fee, and withholding tax monitoring
• A Wealth Map that models multi-entity and multi-generational ownership structures with look-through mode
• Asset-level permissions, task assignment, and workflow management
• iOS and Android mobile apps with two-factor authentication

Asora is ISO 27001 certified and GDPR compliant, with options for private cloud deployment. Pricing is not publicly disclosed, which means prospective buyers must engage directly to assess fit against budget. The platform is positioned for offices that want a single operating environment rather than separate tools for aggregation, reporting, and private asset management.

• Automated aggregation of bank and custodian data into a single consolidated view
• Performance monitoring including TWR, IRR, and MOIC across liquid and illiquid assets
• Private asset tracking covering capital calls, distributions, and valuations
• On-demand and scheduled report generation for multiple stakeholder types
• Document management linked directly to entities, assets, and accounts
• Workflow and task management with asset-level permissions

• Automated data feeds from banks and custodians with daily valuations
• Wealth Map with multi-entity ownership modelling and look-through mode
• Tranche-level book cost accounting with fee and withholding tax tracking
• Private asset register tracking commitments, capital calls, distributions, and IRR/MOIC
• Canoe Intelligence integration for private asset data
• Secure document vault with entity and asset-linked tagging
• Role-based and asset-level user permissions
• Mobile app with two-factor authentication (iOS and Android)
• Customisable exportable reports for different stakeholder audiences
• Private cloud deployment option

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

Demo scheduling, email support via [email protected], and contact form. Dedicated onboarding implied by 4-week go-live commitment.

Wealth structure live in under 4 weeks