Family Office Software Comparison
Asora vs Vyzer
Purpose-built for family offices, not upgraded from a personal tracker.
Vyzer offers portfolio tracking with a focus on alternative investments. See how it compares to Asora's comprehensive family office platform.
By Adam Cleland · Facts verified 4 August 2026
TL;DR
Vyzer began as a portfolio tracking and planning tool for individuals and families and is expanding toward RIAs and family offices. Asora is purpose-built for family office operations, with direct custodian data aggregation, multi-entity reporting, and enterprise security certified to ISO 27001. The verdict: for an office running multiple entities and significant alternatives, Asora is the purpose-built choice; Vyzer suits individual investors who want intelligent portfolio tracking at a self-serve price.
Overview
Vyzer is a modern wealth platform that made its name giving high-net-worth individuals better visibility into personal investments and deal flow. It consolidates data from financial institutions and documents into a unified portfolio view, with AI-assisted document processing and planning tools.
The platform has recently been expanding upmarket, adding entity management, roles and permissions, and white-label reporting aimed at RIAs and family offices, alongside its published individual-investor tiers.
Asora takes a different starting point: it is purpose-built for family offices and their operational requirements — direct feeds from banks and custodians, ownership mapping through complex entity structures, entity-level reporting, and institutional-grade security. For decision makers managing substantial wealth across multiple entities and asset classes, that architectural difference matters more than any feature list.
Asora vs Vyzer: Head to Head
A side-by-side look at how each platform handles core family office capabilities.
Data Aggregation & Multi-Entity Support
Direct feeds from major custodians with a comprehensive private asset registry. Automated data aggregation handles both liquid and illiquid investments, with data cleansing and ownership mapping through complex entity structures.
Connects to 20,000+ financial institutions through third-party aggregators such as Plaid and Akoya, working best with US-based banks and platforms; international coverage can be limited. Entities (LLCs, trusts, IRAs) are supported, capped by plan tier on the individual plans.
Alternative Investment Tracking
Private assets module automates capital call and distribution tracking, provides comprehensive performance measurement including IRR and TWR calculations, and maintains detailed investment histories.
Private-asset tracking includes capital-call alerts, tools to compare realised returns against expectations, and AI-assisted extraction of data from uploaded statements and notices.
Security & Governance
Maintains ISO 27001 certification, GDPR compliance, comprehensive role-based access controls, and advanced cybersecurity features protecting sensitive family data across global jurisdictions.
Lists AES-256 encryption, mandatory two-factor authentication, and regular independent security assessments. Does not publish formal certifications such as ISO 27001 or SOC 2.
Mobile Access & User Experience
iOS and Android applications designed for family office use, with role-based access to portfolio data, documents, and performance — the same detail available on desktop, secured to institutional standards.
Mobile-first experience with iOS and Android apps and a consumer-grade interface that appeals to individual investors accustomed to modern financial apps.
Onboarding & Support
Concierge onboarding with dedicated support representatives, comprehensive data migration assistance, and white-glove training. Most family offices go live in 4-6 weeks.
Self-serve onboarding for individual investors with online resources. For family office and RIA deployments, Vyzer quotes go-live in around 60 days.
Pricing & Cost
Transparent tier-based pricing from €800/month ($900/month), tiered by net worth under management. Every tier includes all features and unlimited users, with optional add-ons.
Published individual-investor tiers from a free starter plan to $795/month (billed annually), with entity counts and AI document volumes metered by tier. Family office and RIA licensing is custom-priced as a flat fee.
Which Should You Choose?
Choose Asora if you run a family office: multi-entity reporting, direct custodian feeds with a connection guarantee, workflows and documents, ISO 27001-certified security, and a 4-6 week onboarding run by a dedicated team.
Choose Vyzer if you are an individual investor who wants intelligent tracking of personal and alternative investments at a published self-serve price, with AI document extraction and capital-call alerts.
Feature Comparison
A detailed feature-by-feature comparison of Asora and Vyzer.
Data Management
| Feature | Asora | Vyzer |
|---|---|---|
| Automated bank feeds | Via aggregators | |
| Direct custodian feeds | ||
| Automatic data cleansing | ||
| Alternative investment tracking | ||
| Multi-entity support | Capped by plan |
Reporting
| Feature | Asora | Vyzer |
|---|---|---|
| On-demand PDF reports | Personal statements | |
| Performance monitoring (IRR, TWR) | ||
| Customisable dashboards | ||
| Entity-level reporting | Capped by plan |
Security & Access
| Feature | Asora | Vyzer |
|---|---|---|
| ISO 27001 certified | ||
| Private cloud option | ||
| Role-based permissions | Professional plans | |
| Audit trail |
Operations
| Feature | Asora | Vyzer |
|---|---|---|
| Document vault & management | ||
| AI document data extraction | Via Canoe integration | |
| Workflow management | ||
| Mobile app | ||
| Wealth mapping |
This comparison is based on publicly available information as of August 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.
Who is Asora best for?
Family offices, principals, and the advisors who serve them, once wealth spans multiple entities, custodians, and alternative investments rather than one personal portfolio.
Pricing
Vyzer publishes individual-investor tiers from free to $795/month, with custom flat-fee licensing for family offices and RIAs. Asora pricing starts from €800/month ($900/month) with full platform access and unlimited users.
See Asora pricing“We have spent a fraction of the time we spent before organising and aggregating reports and performing calculations as the software has been a big part of our back office.”
60%
Less time on data gathering
10 min
To create reports
≤4 weeks
To go live
Frequently Asked Questions
Can Asora import my Vyzer data?
Yes. Asora provides comprehensive data migration support as part of implementation and can import portfolio data from Vyzer and other systems, with the onboarding team mapping it to your entity structure.
Does Vyzer support alternative asset workflows?
Vyzer supports private-asset tracking, capital-call alerts, and comparing realised returns against expectations. Asora extends this with full IRR/TWR calculations, distribution tracking, and Canoe integration for automated alternatives data.
Is Vyzer built for family offices?
Vyzer's core product and published pricing target individual investors, and it has been adding family office and RIA features such as roles, permissions, and white-label reporting under custom licensing. Asora is purpose-built for family office operations, with multi-entity reporting, direct custodian feeds, and ISO 27001-certified security from the ground up.
How long does it take to implement Asora?
Most family offices go live in 4-6 weeks; complex implementations can take longer. Concierge onboarding includes dedicated support for data migration, system configuration, and user training.
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View ComparisonReady to switch from Vyzer?
Book a personalised demo to see how Asora can modernise your family office operations.