Data Aggregation

Asora gave us a single source of truth for all our financial data

Bandia Capital
Main Problem
Data scattered across multiple custodians with no unified view
Core Use Case
Centralised data aggregation and wealth visibility
Type
Single Family Office
Primary User
CIO
Location
Ireland
Key Result
Single source of truth
01

The Problem

Bandia Capital, an Ireland-based single family office, had financial data spread across multiple custodians, banks, and private investment managers. There was no single place where the principal could see a consolidated view of the family's wealth.

Different custodians provided data in different formats and at different frequencies, making it impossible to get a timely, accurate picture. The team spent considerable time just trying to answer the question: what do we own?

02

Results with Asora

Single source of truth

Data consolidation

100%

Reporting consistency

Significantly faster

Decision-making speed

03

Deciding to Go with Asora

Bandia needed a platform that could connect to their existing custodians and banks without requiring changes to their banking relationships. Asora's broad integration capabilities and automatic data standardisation made it the obvious choice.

The wealth map feature, showing the entire family structure and asset allocation in one visual, was particularly compelling for the principal.

Bandia Capital - Deciding to go with Asora

The Struggle with Scattered Data

No consolidated view
Debates over correct numbers
Slow decision-making
Manual data consolidation

Asora Solution

Single source of truth
Live bank feeds
Independent analytics
Enterprise-grade security
04

The Effect of Using Asora

Bandia Capital now has a single, unified view of all their financial data. The principal and the advisory team see the same numbers at the same time, eliminating debates about data accuracy.

Decision-making has become significantly faster because the team no longer needs to spend time consolidating data before they can analyse it. The focus has shifted entirely to strategy and execution.

05

Lessons and Advice

1

A single source of truth is foundational. Without it, every conversation about the portfolio starts with a debate about the data rather than a discussion about strategy.

2

The visual representation of the wealth structure was more powerful than we expected. Seeing everything in one place changed how the family thinks about their portfolio.

Bandia Capital - Lessons and advice
Final Reflection

Asora eliminated the noise and gave us clarity. For any family office still piecing together data from multiple sources, the transformation is immediate and impactful.

CIO

CIO

Bandia Capital

Are you facing similar challenges?

Like Bandia Capital, many family offices struggle with data scattered across multiple custodians with no unified view. Asora can help you modernise your operations and gain clarity across your portfolio.

Our team will work with you to get up and running quickly — most clients are live within weeks, not months.

Schedule Demo

Implementation steps

1

Map: Structure & Accounts

2

Backfill: Historical Data

3

Reconcile: Opening Positions

4

Access: Team Onboarding

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