The wealth platform your AI was waiting for.
Comprehensive, reconciled wealth data, securely accessible from Claude, ChatGPT, and any MCP-native assistant. Ask it anything, without ever leaving the assistant you already use every day.
Bring your assistant
Designed for the agents you already use.
The AI Connector is built on Anthropic's Model Context Protocol, the open standard your AI providers already speak.
What it is
asora is the system of record for your complete wealth picture, reconciled across every custodian, entity, and asset class. The AI Connector exposes that picture, securely, to the assistant you already use. No more PDF wrangling. No more stitching Excel together. No more waiting for the quarterly report.
Two ways in
Read your wealth. Run your wealth.
The connector isn't just a smarter report. It's a two-way bridge, and that's what makes asora the wealth platform your AI was waiting for.
The cleanest wealth dataset on the market, now in your AI.
Net worth, performance, allocation, exposure, private-asset commitments, transactions, documents, reconciled across every custodian and entity and queryable in plain language from the assistant you already use.
- No more PDF wrangling or report-chasing
- No more 'send me the latest Excel'
- Answers drawn from your reconciled book of record, not stale exports
Maintain asora through your favourite agent.
Tag a transaction, classify a new entity, update a beneficiary, attach a document: propose the change in your assistant, review the diff, approve. asora applies it and audit-logs every step.
- Human-in-the-loop on every write: your assistant proposes, you confirm
- Every change carries an immutable audit trail
- Operate your wealth platform from the agent you already trust
What you can ask
Real questions, real answers, from your live data
How it works
Three steps. No exposed data. No new logins.
Your AI assistant
Claude, ChatGPT, or any MCP-capable assistant.
Asks via secure connection
OAuth-secured, scoped to your asora permissions.
asora returns only what you're entitled to see
Read-only, audit-logged, revocable any time.
You bring your own AI assistant. asora secures the connection and the data on our side; what your assistant does with the answer is governed by your agreement with that provider, which is why we recommend a business or enterprise AI account.
See our security overviewHow to activate
Two paths in. Same secure connection.
Principals & families
Your relationship team sets it up with you. Book a guided walkthrough and you'll be asking questions the same day.
Book a walkthroughFamily-office professionals
- 1Add the Asora connector in your AI assistant
- 2Sign in via secure OAuth
- 3Choose the owner group(s) you want to query
- 4Start asking, in plain language
FAQ
Questions worth asking before you connect
Yes. The connector is OAuth-secured, scoped to your existing asora permissions, and revocable in one click. Every query is audit-logged. ISO 27001 certified and GDPR compliant.
Any assistant that speaks the Model Context Protocol (MCP): Claude, ChatGPT, Cursor, and a growing list of others. You bring your assistant, we secure the connection.
Read your full wealth picture (net worth, performance, allocation, transactions, private-asset commitments, documents) and, as a coming-next capability on supported tiers, propose updates back to asora through human-in-the-loop confirmation. No PDFs to wrangle, no Excel exports.
Precisely what you can see in asora, nothing more. The connector inherits your tenant, owner group, and entity-level permissions identically to the web app.
asora never uses your prompts or data for model training. Once an answer reaches your assistant, your provider's terms apply, which is why we recommend Claude Team / Enterprise or ChatGPT Team / Enterprise, where providers contractually exclude your data from training. We can help you choose the right plan.
Yes, through 'propose and confirm', a coming-next capability. Your assistant drafts the change (a new entity, a tag, a classification update), you review the diff and approve, and asora applies it and audit-logs the actor, timestamp, and payload.
Yes. Each user connects their own assistant under their own asora login, so each person only sees what they're entitled to see, and audit logs attribute every action to the right human.
Bring your agent. We'll bring your data.
Built on Anthropic's Model Context Protocol. Ready for Claude, ChatGPT, Cursor, and whatever you'll use next year.
OAuth-secured · Scoped to your permissions · Audit-logged · Revoke any time
Asora AI Connector surfaces information and does not provide investment advice or move funds. Built on the open Model Context Protocol (MCP).