The Problem
As a multi-family office serving several high-net-worth families, Capstone managed data across dozens of custodian accounts and banks. Preparing consolidated reports for each client was a labour-intensive process that took several hours or even days.
The team was spending more time gathering and reconciling data than analysing it. This left little time for strategic advisory work and created delays in delivering insights to clients.
Results with Asora
Days to minutes
Report preparation
-60%
Time on data gathering
Significantly improved
Client satisfaction
Deciding to Go with Asora
Capstone needed a platform that could handle the complexity of multiple client portfolios without requiring extensive customisation. They chose Asora for its automated data aggregation capabilities and straightforward implementation.
The platform's ability to connect to multiple custodians and banks simultaneously, combined with automatic data cleansing and standardisation, made Asora the clear choice.
The Struggle with Manual Reporting
Asora Solution
The Effect of Using Asora
Capstone's team now generates comprehensive client reports in minutes rather than days. The automated data aggregation eliminates manual reconciliation and ensures accuracy across all client portfolios.
This has freed up significant time for strategic advisory work, improving the overall quality of service delivered to their clients.
Lessons and Advice
For multi-family offices, the volume of data across clients makes automation essential. Manual processes simply don't scale.
The time savings compound quickly. What seems like a small improvement per report becomes transformative when you're preparing reports for multiple families regularly.
Asora has fundamentally changed how we operate. We're now spending our time where it matters most: advising our clients rather than chasing data.
Donald Campbell
Capstone Family Office
ISO 27001 Certified
GDPR Compliant