Family Office Software Comparison

Why family offices are switching to Asora

One platform for your entire family office — data aggregation, performance monitoring, wealth mapping, and workflow automation, all with enterprise-grade security.

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Asora by the numbers

60%

Less time on data gathering

10 min

To create reports

≤4 weeks

To go live

Unlimited

Users included

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Data Management
Automated data aggregationLimited
Multi-custodian feedsLimited
Data cleansing & enrichment
Alternative investment trackingManual
Multi-entity supportLimited
Reporting & Analytics
On-demand PDF reportsLimitedManual
Performance monitoringManual
Customisable dashboardsManual
Wealth map visualisationLimited
Operations & Workflows
Document management
Workflow automationLimited
Task management
Deal pipeline tracking
Mobile app (iOS & Android)Limited
Security & Compliance
ISO 27001 certified
GDPR compliant
Role-based permissionsBasic
End-to-end encryption
Audit trail
Implementation & Support
Time to go live≤4 weeks3-6 monthsSelf-serviceImmediate
Unlimited users includedVariesPer licence
Transparent pricing
Dedicated onboarding

This comparison is based on publicly available information as of March 2026 and is provided for informational purposes only. Features, pricing, and capabilities are subject to change. We recommend verifying current details directly with each vendor. All third-party product names and trademarks are the property of their respective owners. Asora is not affiliated with or endorsed by any third-party vendor referenced herein.

Why family offices choose Asora

Full Platform Access

No feature gating. Every family office gets access to all capabilities from day one.

Unlimited Users

Add your entire team, advisors, and family members at no extra cost.

Live in ≤4 Weeks

Rapid implementation with dedicated onboarding support included.

ISO 27001 Certified

Enterprise-grade security with end-to-end encryption and GDPR compliance.

Trusted by family offices worldwide

There’s enough complexity in a family office already. Asora keeps things simple for the family, and gives us full control on the back end.

Pearse Brolly

Bardfour Family Office

What used to take several hours or even days to compile reports each month can now be done in minutes with automated, real-time reports.

Donald Campbell

Capstone Family Office

The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience.

Paul Bakker

Omnia Capital Partners

Frequently asked questions

What makes Asora different from other family office software?

Asora is purpose-built for single and multi-family offices with automated data aggregation, wealth map visualisation, workflow automation, and enterprise security (ISO 27001). Unlike generic platforms, every feature is designed around how family offices actually operate.

How quickly can I switch to Asora from another platform?

Most family offices go live on Asora within 4-6 weeks. Our dedicated onboarding team handles data migration, system configuration, and user training to ensure a smooth transition.

Does Asora offer transparent pricing?

Yes. Asora uses tier-based pricing starting at €800/month ($900/month) with full platform access and unlimited users. No hidden fees or per-user charges.

See Asora in action

Book a personalised demo to see how Asora compares to your current approach.