Get a complete view of your family office's finances in one place
Track performance across your family office's portfolios with up-to-date, transparent data. Monitor returns, measure progress and make informed decisions.
The problem with static performance monitoring
Quarterly and month-end reports are out of date by the time you read them. Without real-time data, you can't spot early warning signs and decisions are driven by instinct instead of insight.
Quarterly reports are outdated on arrival
Unable to spot early warning signs in time
Decisions driven by instinct, not data
Make smarter decisions with real-time performance insights
Get a unified portfolio view with daily automated updates. Consistent methodologies and real-time dashboards give you the clarity to make informed decisions, not reactive ones.
- Unified portfolio view across all entities and accounts
- Daily automated updates from your financial institutions
- Consistent calculation methodologies across all assets
Catch errors before they impact your reporting
Asora automatically flags transaction mismatches and data discrepancies, helping you catch errors before they flow into your reports and investment decisions.
- Automatic flagging of transaction mismatches
- Data discrepancies surfaced proactively
- Clean, reconciled data for every report
Benchmark your performance at a granular level
Use daily time-weighted returns to understand performance at every level. Drill down by asset, class, strategy, or manager to see exactly where your returns are coming from.
- Daily time-weighted returns calculated automatically
- Drill down by asset, class, strategy, or manager
- Compare against relevant benchmarks at any level
Measure performance with IRR and MOIC
For private and illiquid investments, Asora calculates IRR and MOIC to provide a clear picture of their contribution to your overall returns.
- IRR and MOIC for private and illiquid investments
- Clear view of contribution to overall portfolio returns
- Capital calls and distributions tracked automatically
Real-time dashboards. Instant reports.
Live dashboards give you an always-on view of your portfolio. When you need a report, generate a branded PDF in seconds — always based on the latest available data.
- Live dashboards with real-time portfolio data
- Generate PDF reports in seconds, not days
- Reports always based on the latest available data
“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
Asora provides daily automated updates to your performance data. As soon as data is received from your banks and custodians, it is processed and reflected in your dashboards and reports — giving you near real-time visibility across your portfolio.
Yes. Asora allows you to view performance at every level of your wealth structure — from the overall portfolio down to individual entities, asset classes, strategies, and individual holdings. This granular view helps you understand exactly where returns are coming from.
Asora uses industry-standard methodologies including daily time-weighted returns for listed investments and IRR (Internal Rate of Return) and MOIC (Multiple on Invested Capital) for private and illiquid investments. All calculations are consistent and automated.
Private and illiquid investments are measured using IRR and MOIC, providing a clear picture of their contribution to your overall portfolio returns. Capital calls, distributions, and valuations are tracked to give you an accurate, up-to-date performance view.
Yes. Asora supports benchmarking at a granular level. You can compare performance by asset class, strategy, manager, or any other grouping against relevant benchmarks to understand how your portfolio is performing relative to the market.
Asora generates PDF reports in seconds directly from your live dashboards. Reports are always based on the latest available data, so they are never out of date. You can create reports on demand or schedule them for regular distribution.
Explore other features
Discover how Asora helps family offices manage every aspect of their operations.
ISO 27001 Certified
GDPR Compliant