Gain clarity on your family office's income, costs, and gains
Track gains, income, and capital activity with structured asset-level data. Get a clear, accurate picture of your financial position at any time.
Track gains, income, and capital activity with structured asset-level data
Asora provides structured, asset-level data so you can track gains, income, and capital activity across your entire portfolio. No more piecing together data from multiple spreadsheets — everything is in one place, organised and analysis-ready.
- Asset-level tracking of gains, income, and capital activity
- Structured data across all entities and accounts
- Clear, organised view of your financial position
Monitor gains, fees, and withholding tax
Get a clear view of realised and unrealised gains, fees charged across your accounts, and withholding tax applied to your investments. Asora makes it easy to see where your money is going.
- Realised and unrealised gains tracked automatically
- Fee monitoring across all accounts and custodians
- Withholding tax visibility by investment and jurisdiction
Use tranche-level book cost accounting for accurate tracking
Asora supports tranche-level book cost accounting, giving you precise tracking of your cost basis across multiple purchases of the same security. This ensures accurate gain/loss calculations and cleaner reporting.
- Tranche-level book cost tracking for precision
- Accurate gain/loss calculations across tranches
- Cleaner reporting with consistent methodology
ISO 27001 Certified
Independently audited by the British Standards Institute.
Always Encrypted
End-to-end encryption with separation between data owners and server administrators.
Penetration Testing
Regular third-party security testing to identify and address vulnerabilities.
Explore other features
Discover how Asora helps family offices manage every aspect of their operations.
ISO 27001 Certified
GDPR Compliant