Everything you need to stay organised
Control access with granular permissions, record key details on assets, and assign tasks to keep your family office team aligned and productive.
Control access with permissions down to the asset level
Not everyone needs to see everything. Asora lets you set granular permissions so each team member, family member, or advisor sees only what they need — right down to the individual asset level.
- Granular permissions at the asset level
- Control who sees what across your wealth structure
- Role-based access for team members and advisors
Record key details on assets so everyone sees the same info
Keep important notes, contacts, and details attached to each asset so your entire team has access to the same, up-to-date information. No more siloed knowledge or outdated spreadsheets.
- Attach notes, contacts, and key details to any asset
- Everyone sees the same, up-to-date information
- Eliminate siloed knowledge and outdated records
Assign tasks and track progress
Keep your team on track by assigning tasks, setting deadlines, and tracking progress within Asora. Whether it is a quarterly review, a document collection, or an onboarding task, everything is visible in one place.
- Assign tasks to team members with deadlines
- Track progress on key workflows and processes
- Keep everything visible in a single platform
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