The Problem
Omnia Capital Partners, based in Australia, was handling sensitive financial documents for multiple families. A significant portion of document sharing happened via email, creating security vulnerabilities and making it difficult to track document versions.
The team needed a centralised, secure way to store and share documents while maintaining strict access controls. The existing approach was not only insecure but also inefficient.
Results with Asora
-50%
Email file sharing
End-to-end encrypted
Document security
Role-based permissions
Access control
Deciding to Go with Asora
Security was the primary concern for Omnia. They evaluated several platforms and found that Asora's ISO 27001 certification and comprehensive security features set it apart from competitors.
The secure upload link feature and granular permission controls gave Omnia confidence that sensitive client documents would be properly protected.
The Struggle with Email Sharing
Asora Solution
The Effect of Using Asora
Since implementing Asora, Omnia has reduced files sent via email by over 50%. All sensitive documents are now stored in Asora's encrypted document vault with role-based access controls.
Clients and external advisors can securely access relevant documents through Asora without relying on email, improving both security and operational efficiency.
Lessons and Advice
Security should be non-negotiable when choosing a platform for a family office. The reputational and financial risks of a data breach far outweigh the cost of proper security infrastructure.
Start with the most sensitive documents first. Once your team sees the benefits of secure sharing, adoption across all document types follows naturally.
Asora gave us the peace of mind that our clients' sensitive information is properly protected while making collaboration easier, not harder.
Paul Bakker
Omnia Capital Partners
ISO 27001 Certified
GDPR Compliant