Connect all your family office's bank and investment accounts in one platform
Streamline financial data for your family office: Eliminate manual aggregation, standardisation and reconciliation with secure, automated feeds.
The Problem with Manual Data Management
Managing data across banks, custodians, and alternatives is overwhelming for family offices.
Inconsistent data formats across institutions
Manual reconciliations that waste hours every week
Missing or outdated information leading to poor decisions
Centralise all your financial data in one place
Your single source of truth. Data is automatically aggregated, mapped, cleansed, and standardised from all your financial institutions. Unlike spreadsheets and legacy tools, Asora gives you a live, unified view of your entire wealth structure.
- Automatically aggregated from banks and custodians
- Mapped, cleansed, and standardised into a unified format
- Visualised on the Wealth Map for complete oversight
Get clean, reliable data
Financial data is aggregated from banks and custodians, then mapped, cleansed, and standardised into a unified format. No more manual formatting or reconciliation — Asora handles it automatically.
- Data cleansed and standardised on ingestion
- Automated mapping across different data sources
- Consistent, analysis-ready data for every report
Instantly connect to your bank feeds
Reliable, up-to-date access to your financial data through seamless connections to financial institutions. Asora guarantees a connection with all banks that have available data feeds.
- Secure, automated connections to your banks
- Up-to-date data delivered without manual intervention
- Works with any bank that provides a data feed
Structure your custodian data effortlessly
Your portfolio data is always timely, complete, and analysis-ready. Asora structures custodian data so you can focus on making decisions, not formatting spreadsheets.
- Portfolio data structured and normalised automatically
- Always timely, complete, and ready for analysis
- No manual data entry or reformatting required
Track alternative investments with ease
Asora integrates with Canoe Intelligence to bring alternative investments into your unified view. Capital calls, K-1s, and investor statements are converted to structured data automatically.
- Capital calls and distributions tracked automatically
- K-1s and investor statements converted to structured data
- Alternatives included alongside traditional holdings
“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
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.
Frequently asked questions
Data aggregation is the process of collecting financial data from multiple sources — such as banks, custodians, and alternative investment managers — and consolidating it into a single, unified view. Asora automates this process, eliminating manual data entry and reducing errors.
Asora connects directly to your financial institutions through secure, automated data feeds. Once connected, data is automatically aggregated, mapped, cleansed, and standardised into a unified format. Your wealth structure is visualised on the Wealth Map, giving you a single source of truth.
Without automated data aggregation, family offices must manually collect data from multiple banks, custodians, and alternative investment managers. This leads to inconsistent formats, time-consuming reconciliation, missing information, and delays in reporting and decision-making.
Asora guarantees a connection with all banks and custodians that have available data feeds. No matter what bank you use, Asora has you covered. We support direct feeds, structured file uploads, and integration with specialist providers like Canoe Intelligence for alternative investments.
Asora aggregates data from bank accounts, investment portfolios, custodian accounts, and alternative investments. This includes transaction data, portfolio holdings, valuations, capital calls, distributions, K-1s, and investor statements — all standardised into a unified format.
Explore other features
Discover how Asora helps family offices manage every aspect of their operations.
ISO 27001 Certified
GDPR Compliant