# Asora — Full Content (llms-full.txt) > Concatenated markdown content of Asora's core marketing pages, intended for LLM ingestion. See https://asora.com/llms.txt for the indexed overview. --- ## / (Homepage) # Software for the modern family office We help family offices automate data aggregation, manage their assets and deliver customised reports. All in a single platform. [Schedule Demo](https://asora.com/request-a-demo) ISO 27001 Certified · GDPR Compliant Trusted by many families in 15+ countries Conventional Way vs. Asora Way ## Graduate from spreadsheets to a modern family office software ### Conventional Way — Fragmented Financial Data - Spreadsheet overload - Data spread across bank portals, PDFs and Excel files - Time-consuming reporting - Slow outdated insights that make decision making harder ### Asora Way — One Platform, Total Clarity - A unified operating platform - Single source of truth for all your data - On-demand reports ready in minutes - Timely insights across your portfolio ## Asora integrates with your financial institutions No matter what bank you use, Asora has you covered. We guarantee a connection with all banks with available data feed. Introducing Asora ## Purpose-built software for modern family offices End-to-end family office management with effortless data automation and a modern UI. ### Your single source of truth ### Clear oversight across your investments ### Built for complex ownership structures Features ## A family office platform that goes beyond reporting Automate data aggregation, generate customised reports, and manage all assets in one place. **Data Aggregation — Single source of truth for all your investments** - Consolidate your financial data into a single source of truth. - Eliminate manual data entry with automated data aggregation. - Get accurate, up-to-date information to support better decisions. [See data aggregation in action](https://asora.com/features/data-aggregation) **Performance Monitoring — Performance insights without the manual work** - View performance by asset class, entity, or manager. - Track time-weighted returns over any time period. - Monitor IRR and MOIC for private investments. [See performance monitoring in action](https://asora.com/features/performance-monitoring) **Accounting — Clarity on costs, tax, and performance** - Track gains, income, and capital activity with structured asset-level data. - Monitor gains, fees, and withholding tax in one easy-to-access location. - Use tranche-level book cost accounting for accurate tracking. [See accounting in action](https://asora.com/features/accounting) **Private Assets — A complete view of your private assets** - Track valuations and transactions with structured data for private investments. - Record commitments, invested capital, capital calls, and distributions. - Group assets by type, entity, manager, or strategy to match your structure. [See private assets in action](https://asora.com/features/private-assets) **Documents — Secure, connected document storage** - Find documents easily with direct links from entities, assets, or accounts. - Use secure upload links to collect files without back-and-forth emails. - Stay organised with tags by asset type, structure, or purpose. [See documents in action](https://asora.com/features/documents) **Workflow — Stay on top of every task** - Control access with permissions down to the asset level. - Record key details on assets so everyone sees the same info. - Assign tasks and track progress to stay organised and aligned. [See workflows in action](https://asora.com/features/workflows) **Mobile — Access Asora anywhere** - Track performance, accounts, and documents from your phone. - Give next-gens access to wealth info that's clear and engaging. - Stay secure with two-factor login and a simple, fast interface. [See mobile in action](https://asora.com/features/mobile) [See All Features](https://asora.com/features) Software for Family Office ## Asora is built for ### Single Family Offices > "Bardfour Family Office's wealth structure was live in under 4 weeks" > — Pearse Brolly, Bardfour Family Office. [Read the customer story](https://asora.com/casestudies/bardfourfamilyoffice) ### Multi Family Offices > "What used to take hours or days is now done in minutes" > — Donald Campbell, Capstone Family Office. [Read the customer story](https://asora.com/casestudies/capstonefamilyoffice) ### UHNWI > "I don't have to rely on the manager's performance numbers anymore as I can calculate my own" > — UHNWI. [Read all case studies](https://asora.com/casestudies) ### Advisors > "The principal is highly demanding, and he's delighted he can get direct access to the information he needs" > — Advisor. [Read all case studies](https://asora.com/casestudies) Benefits ## Results that matter 100+ families worldwide trust Asora and achieve great results. ### 60% less time spent gathering and reconciling data ### 10 Minutes to create reports instead of days ### ≤4 weeks to have your wealth structure live Security ## A secure home for your financial data Enterprise-grade security, purpose-built for family offices. - **End-to-End Encryption** — All data encrypted in transit and at rest using industry-standard protocols. - **Multi-Factor Authentication** — Protect access with MFA and role-based permissions. - **Real-Time Security Monitoring** — Proactive alerts and automated threat detection. - **Private Cloud Deployment** — Host your data on a dedicated private environment for enhanced control. - **Security & Compliance Centre** — Centralised visibility into user access and controls. - **ISO 27001 Certified** — Independently verified to meet global information-security standards. [Learn More](https://asora.com/security) FAQs ## Frequently asked questions about our family office software **What is Asora?** Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting in one secure environment. It replaces disconnected spreadsheets, siloed systems, and manual workflows — giving you a single source of truth for all assets, entities, and accounts. **What kinds of accounts and assets can I connect to Asora?** You can connect bank accounts, investment accounts, custody accounts, and track both liquid and illiquid assets — including private equity, real estate, direct investments, venture holdings, and alternative assets. Asora supports integrations with thousands of global financial institutions and uses Canoe Intelligence for private asset tracking. **Can Asora handle complex ownership and entity structures?** Yes. Asora supports multi-entity and multi-generation structures, trusts, companies, holding entities, and more. The platform lets you model ownership, link entities, consolidate across structures, and maintain visibility at any level — from individual holdings to consolidated portfolios. **How does Asora aggregate data from banks and custodians?** Asora uses secure data feeds, API connections, and file ingestion from custodians, banks, and institutions to automatically import transactions, valuations, and statements. This automation removes the need for manual entry, reduces errors, and ensures data consistency across your entire portfolio. **Can I manage private assets on Asora — like real estate, private equity, or direct investments?** Absolutely. Asora supports private assets and lets you track value, commitments, capital calls, distributions, and holdings. Private assets are incorporated into overall net worth and performance reports, so you get a full view of your wealth — not just liquid holdings. **How often is performance data updated?** Performance data is refreshed daily using close-of-business valuations for liquid assets. For private or manually tracked assets, valuations can be updated manually or via scheduled fund/custodian statements — ensuring your dashboard and reports remain current. **Can Asora replace spreadsheets and manual reporting entirely?** Yes. Asora automates data aggregation, reporting, and performance calculations across all accounts and assets. With real-time dashboards and on-demand report generation, families and offices can eliminate spreadsheet-based workflows, reduce errors, and accelerate decision-making. **How secure is my data on Asora?** Very secure. Asora is hosted on enterprise-grade cloud infrastructure, uses end-to-end encryption for data at rest and in transit, offers multi-factor authentication (MFA), and is independently certified with **ISO 27001**. Clients may also opt for private-cloud deployment or enhanced access controls for additional isolation. --- ## /about (About Asora) About Us # We're transforming how family offices manage wealth. Asora is a Dublin-based SaaS platform built for single and multi-family offices to track and oversee assets. We automate data capture and deliver secure, digital reporting across web and mobile. By consolidating financial data in one place, Asora replaces manual processes with automation, cleansing, and up-to-date visibility. Family offices shouldn't chase data, they should act on it. Asora eliminates fragmentation and delays, saving hours and enhancing decision-making. With built-in encryption and enterprise-grade security, your data stays protected. We're here to help family offices make faster, more informed decisions with confidence. ## What drives us In 2021, Asora was launched to help modernise family offices. We've been building on that mindset ever since. What the name "Asora" stands for: - As – from astūtus, Latin for clever or insightful - Ora – Latin for hour, reflecting timely, accessible insights Together, Asora blends astute intelligence with timely delivery—empowering family offices in a fast-changing world. ## Our Values ### Make the complex simple We cut through the noise. Our aim is always clarity over jargon. ### Ship value, continuously We release improvements constantly. Small, frequent updates beat big, delayed ones. ### Be data driven Every decision starts with evidence. We measure, learn, and iterate. ## Read Our Blog - [The Family Office Roundup #75](https://asora.com/blog/the-family-office-roundup-75) — 24 Apr 2026 - [The Family Office Roundup #74](https://asora.com/blog/the-family-office-roundup-74) — 10 Apr 2026 - [The Family Office Roundup #73](https://asora.com/blog/the-family-office-roundup-73) — 27 Mar 2026 [Show More](https://asora.com/blog) --- ## /features (Features Overview) Features # Every feature you need for the modern family office Asora's platform includes every feature a modern family office needs — from automated data aggregation and private asset tracking to document management and mobile access. [Data Aggregation](https://asora.com/features#content-data) [Performance Monitoring](https://asora.com/features#content-performance) [Accounting](https://asora.com/features#content-accounting) [Private Assets](https://asora.com/features#content-private) [Documents](https://asora.com/features#content-documents) [Workflow](https://asora.com/features#content-workflows) [Mobile](https://asora.com/features#content-mobile) ## Performance Monitoring — Smarter decisions with timely insights - View performance by asset class, entity, or manager. - Track time-weighted returns over any time period. - Monitor IRR and MOIC for private investments. [Learn more](https://asora.com/features/performance-monitoring) ## Accounting — Gain clarity on your family office's income, costs, and gains - Track gains, income, and capital activity with structured asset-level data. - Monitor gains, fees, and withholding tax in one easy-to-access location. - Use tranche-level book cost accounting for accurate tracking. [Learn more](https://asora.com/features/accounting) ## Private Assets — Take control of your private investment data - Track valuations and transactions with structured data for private investments. - Record commitments, invested capital, capital calls, and distributions. - Group assets by type, entity, manager, or strategy to match your structure. [Learn more](https://asora.com/features/private-assets) ## Documents — Secure, connected document storage - Find documents easily with direct links from entities, assets, or accounts. - Use secure upload links to collect files without back-and-forth emails. - Stay organised with tags by asset type, structure, or purpose. [Learn more](https://asora.com/features/documents) ## Workflows — Everything you need to stay organised - Control access with permissions down to the asset level. - Record key details on assets so everyone sees the same info. - Assign tasks and track progress to stay organised and aligned. [Learn more](https://asora.com/features/workflows) ## Mobile — Access your family office's portfolio on the go - Track performance, accounts, and documents from your phone. - Give next-gens access to wealth info that's clear and engaging. - Stay secure with two-factor login and a simple, fast interface. [Learn more](https://asora.com/features/mobile) ## Data Aggregation — Centralise all your financial data in one place - Consolidate all your financial data into a single source of truth. - Eliminate manual data entry with automated data aggregation from banks & custodians. - Get accurate, up-to-date information to support better decisions. [See data aggregation in action](https://asora.com/features/data-aggregation) --- ## /features/data-aggregation (Data Aggregation) Data Aggregation # 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. [Schedule Demo](https://asora.com/request-a-demo) Problems # The Problem with Manual Data Management Managing your family office's financial data across banks, custodians, and alternative investments can be overwhelming. You're stuck with inconsistent formats, manual reconciliations, and missing information — all of which slows you down and increases risk. Instead of focusing on strategy, your team spends hours wrangling spreadsheets just to get a basic view of total wealth. With Asora, you can eliminate that friction and get back to what matters most: making confident, informed decisions with complete, accurate, and timely data. Centralise # Centralise all your financial data in one place ## Your single source of truth Your data is automatically aggregated from your banks and custodians, then mapped, cleansed and standardised into a unified format. This is all visualised on the Wealth Map to give you a full picture of your wealth. Unlike spreadsheets or legacy tools, Asora ensures your data is consistent at source, so you don't have to reformat anything. You get consistent, accurate data without the manual effort, all in a secure environment ready for reporting, analysis and decision-making. ## Get clean, reliable data Your data is automatically aggregated from your banks and custodians, then mapped, cleansed and standardised into a unified format. This is all visualised on the Wealth Map to give you a full picture of your wealth. ## Instantly connect to your bank feeds Get reliable, up-to-date access to your accounts through seamless connections to any financial institution with available data feeds. Give your team the confidence to make accurate, timely decisions. ## Structure your custodian data effortlessly Your portfolio data is always timely, complete, and analysis-ready with Asora's direct custodian feeds — no spreadsheets or manual adjustments needed. ## Track alternative investments with ease With automated document processing powered by Canoe Intelligence, your capital calls, K-1s, and investor statements are converted into clean, structured data, so you can focus on strategic activities, not manual tasks. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) Security # A secure home for your financial data Asora offers a multi-faceted data security program to ensure the confidentiality and integrity of your data. **ISO27001 certified, GDPR compliant** — Run your family office securely. Asora meets the latest security best practices and principles. **Always Encrypted** — Data is stored with end-to-end encryption, so only you choose who can view and access it. **Penetration Testing** — Asora conducts regular penetration testing to identify & strengthen weak points. [Learn More](https://asora.com/security) FAQs # Frequently Asked Questions **What does data aggregation mean for family offices?** Bringing together all your financial data from banks, custodians and other sources into one platform for a complete view of wealth. **How does automated data aggregation work?** Automated aggregation uses APIs, file feeds, or third-party connectors to import data regularly. This removes the need for manual entry and ensures accuracy across accounts, entities, and asset classes. **What are the main challenges I will face without data aggregation?** Without data aggregation, family offices face fragmented data, manual reporting, inconsistent formats, and increased risk of errors; making it hard to get a timely and accurate picture of wealth. **Which bank accounts can I connect to on Asora?** You can connect all your banks with Asora, provided your banks can provide a data feed. We ensure broad coverage and seamless integration for global banking relationships. **What types of financial data can I aggregate on Asora?** You can get all your data from bank accounts, investment portfolios, alternatives like private equity via Canoe Intelligence into the Asora platform. --- ## /features/performance-monitoring (Performance Monitoring) Performance Monitoring # 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. [Schedule Demo](https://asora.com/request-a-demo) Problems # The problem with static performance monitoring Relying on quarterly or month-end reports makes it difficult to stay on top of how your wealth is performing. By the time the numbers arrive, they're already out of date, and you're left reacting instead of planning. Without real-time visibility, it's nearly impossible to track progress effectively, spot early warning signs, or pivot in response to market shifts. Decisions end up driven by instinct, not insight. Asora changes that. With timely, accurate performance data at your fingertips, you can make confident decisions with a clear, current view of your portfolios — any time you need it. Centralise # Make smarter decisions with real-time performance insights ## Single source of truth for portfolio performance Get a unified view of your entire portfolio with performance data that's automatically updated daily from custodians, banks, and platforms. Apply consistent performance methodologies across all asset classes, so comparisons are accurate and easy to interpret. Skip the manual work. Access real-time dashboards and ready-to-share reports whenever you need them. ## Catch errors before they impact your reporting. Asora automatically flags transaction mismatches during reconciliation, so you can spot and fix discrepancies fast, before they skew your performance data or reports. ## Benchmark your performance at a granular level. Track daily time-weighted returns across any portfolio, then drill down by asset, class, or strategy to see exactly how you're performing against key benchmarks. ## Measure performance with IRR and MOIC. Use IRR and MOIC to assess the performance of private and illiquid investments. Understand how each investment contributes to overall returns with greater accuracy. ## Real-time dashboards. Instant reports. Stay on top of your performance with live dashboards. Need a snapshot? Generate shareable PDF reports in seconds — no waiting, no manual work. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) Security # A secure home for your financial data Asora offers a multi-faceted data security program to ensure the confidentiality and integrity of your data. **ISO27001 certified, GDPR compliant** — Run your family office securely. Asora meets the latest security best practices and principles. **Always Encrypted** — Data is stored with end-to-end encryption, so only you choose who can view and access it. **Penetration Testing** — Asora conducts regular penetration testing to identify & strengthen weak points. FAQs # Frequently Asked Questions **How frequently is performance data updated?** Performance data is updated daily using COB values. You get a current view across all your portfolios without waiting for end-of-month or quarterly reports. **Can I view performance at both portfolio and entity level?** Yes. You can see consolidated performance across, or drill down into, individual entities, portfolios, asset classes, or holdings for detailed insights. **How does Asora aggregate performance?** We create custom groups based on entities, portfolios, asset classes, or holdings and add performance across them. **How are private assets handled in performance reporting?** Private assets are tracked with custom valuation inputs and support for IRR, so they're included in overall performance alongside public investments. **Can I track progress against benchmarks?** Yes. You can compare performance over time and assess returns against public as well as custom benchmarks. **How often can I generate a performance report?** You can generate a report whenever you need one. Asora provides dynamic dashboards for day-to-day monitoring and lets you create PDF reports on demand for meetings, reviews or sharing with stakeholders. --- ## /features/accounting (Accounting) Accounting # Enhance accounting oversight for your family office Give your family office clarity on costs, tax and performance with tranche-level tracking and automated reconciliation. [Schedule Demo](https://asora.com/request-a-demo) Problems # The problem with fragmented accounting oversight When you rely on spreadsheets, delayed reports or generic systems, staying on top of your family office's finances becomes a constant challenge. Without clear visibility into capital movements, realised gains, or fees, you're left piecing together information from multiple sources. Reconciliation takes time. Tax reporting is reactive. And it's hard to feel confident in the numbers you're sharing. Asora changes that. You get real-time accounting oversight, automated reconciliation with custodians, and asset-level insights – all in one place. So you spend less time chasing data and more time making informed decisions. Centralise # Gain clarity on your family office's income, costs, and gains ## Everything you need to oversee family office accounting Track gains, income and capital activity with structured, asset-level data that's ready for reporting. You can monitor realised and unrealised gains using tranche-level book cost accounting, track manager fees and charges and view withholding tax rates on dividends – all in one place. Reconciliation is automated with custodian holdings, so you no longer have to cross-check spreadsheets. You get timely, accurate data to support tax reporting, investment reviews and informed decision-making. ## Track gains with greater accuracy. Monitor both unrealised and realised gains with tranche-level accounting, and see how you're tracking against goals or benchmarks with performance metrics built for decision-making. ## Stay on top of dividend income and withholding tax. View dividend receipts and monitor withholding tax rates through a clear income dashboard, making it easier to stay on top of income and deductions. ## See the true cost of investing. Track manager fees, bank and custodian charges, and other expenses through a dedicated cost dashboard, helping you assess performance versus fees. ## Reconcile custodian data automatically. Custodian holdings are matched automatically, with mismatches flagged for review – so you can resolve issues quickly and reduce the risk of errors in your reporting. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) FAQs # Frequently Asked Questions **What costs and income are included while reporting?** You can monitor realised and unrealised gains, dividend income, withholding tax, and all fees and expenses through dedicated income and cost dashboards. **Does Asora replace my accounting or bookkeeping system?** Asora is not a bookkeeping platform. It's designed to give your family office accounting oversight, with tools to track gains, income, and costs across custodians and entities. **Can I track capital calls and distributions in Asora?** Yes. You can track capital activity across all assets, including calls, distributions, and committed capital, all tied to tranche-level data and performance metrics. **How does Asora handle reconciliation?** Asora automatically reconciles custodian holdings against your portfolio records. Mismatches are flagged so you can investigate and resolve them before they affect reporting. **Can I track fees and expenses by manager or entity?** Yes. The Cost Dashboard lets you view fees and charges by entity, asset, or provider, helping you assess performance versus fees with full transparency. **Does Asora support tax reporting?** Asora helps you prepare for tax reporting with structured data on realised gains, income, and withholding tax. It's not a tax filing system, but it gives you the data you need in a format your advisors can use. --- ## /features/private-assets (Private Assets) Private Assets # Track your family office's private investments in one place Get a clear, current view of your private assets across entities, managers and asset classes. Capture every detail, centralise documentation, and make informed decisions. [Schedule Demo](https://asora.com/request-a-demo) Problems # The problem with tracking private assets manually Tracking private equity, venture capital, real estate and direct investments is often fragmented and manual. Your data lives in spreadsheets, PDFs and portals, making it difficult to get a complete view. Without a consistent, structured approach, you risk missing capital calls, losing important documents or struggling to stay on top of valuations. Reporting becomes reactive and time-consuming. Asora changes that. It helps you bring order to the unstructured. You can track all your private assets and related documents in one place, using tools designed specifically for family offices. Centralise # Take control of your private investment data ## Everything you need to manage private assets Track valuations and transactions across all your private investments, with structured data that supports reporting and decision-making. Record commitment amounts, invested capital, capital calls and distributions. Group assets by type, entity, manager or strategy to match your portfolio structure. Add notes and documents to keep everything in context. ## Track every private asset without the chaos. Keep your property, private equity, and collectables in one place. Capture the details that matter and stay organised, no matter how complex your portfolio. ## Make your data work the way you do. Add custom fields to record the info you care about. Group assets by family, entity, or strategy to reflect how you manage wealth behind the scenes. ## Stay ahead of shifting valuations. Track value changes over time using your preferred valuation method. Log fair value movements and keep a full history for audits, reviews, or just peace of mind. ## Know your true net worth, anytime. See all private assets in real time with live dashboards. Break it down by asset type — from art to equity — and drill into the details whenever you need to. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) FAQs # Frequently Asked Questions **What types of private assets can I track in Asora?** You can track private equity, venture capital, direct deals, real estate, funds and other alternatives, with custom categories. **Can I upload documents related to private assets?** Yes. You can attach drawdown notices, valuation statements, capital call notices and any other relevant files to each asset. **Can I track valuations over time?** Yes. Asora supports historical valuations and fair value updates, so you can review performance over time. **Will private assets show in performance reporting?** Yes. You can include private assets in your consolidated performance and net worth reporting, using consistent metrics across asset classes. **Can I assign private assets to specific entities or owners?** Yes. You can assign assets to one or more entities or owners, and filter or report by entity, manager, strategy or other dimensions. **How do I securely store and share documents related to private assets in Asora?** You can store, access and share sensitive documents through Asora's secure document vault. Structure folders to match your needs, apply permissions by user or entity, and keep everything linked to the relevant assets. This removes the risks of emailing confidential information and ensures your documents stay organised and protected. --- ## /features/documents (Documents) Documents # Store and organise your family office's documents in one place Organise, tag and share documents securely across your family office's entities, assets and accounts. [Schedule Demo](https://asora.com/request-a-demo) Problems # The problem with scattered document storage When documents are stored across inboxes, folders and drives, it's hard to keep track of what's where, and even harder to ensure the right people have access when they need it. Family office teams waste time chasing files, recreating missing documents, or sharing sensitive information in unsecured ways. Important paperwork gets siloed or overlooked, and collaboration slows down. Asora changes that. With documents stored securely and linked to the right entity, asset or account, your team always knows where to find what they need and can stay aligned without chasing down files. Centralise # Secure, structured document management built for family offices ## The easiest way to organise, store and find documents Upload and manage documents directly from the platform, linked to the entities, assets or accounts they relate to. Add custom tags to keep documents searchable and easy to organise. Share secure upload links to collect documents from your team or external parties. ## Find documents faster with direct links. Access the files you need from the entities, assets or accounts they relate to — no more searching across folders or drives. ## Simplify collaboration with secure upload links. Let others send documents straight to the platform using secure, shareable upload links — no back-and-forth emails. ## Stay organised with custom tags. Tag documents by asset type, structure or purpose so your team can filter, search and retrieve information quickly. When sharing an upload link, you can assign tags ahead of time to keep everything structured from the start. ## Keep your team informed. Notify users when a document is uploaded directly from the platform, so everyone stays aligned. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) FAQs # Frequently Asked Questions **Can I control who has access to specific documents?** Yes. You can manage access based on user roles, so only authorised team members can view documents. **Are documents encrypted and secure?** Absolutely. All documents are encrypted at rest and in transit, with strict controls in place to protect sensitive information. **Can documents be linked to multiple items, like an entity and an investment?** Yes. Documents can be uploaded to specific entities, assets, accounts or people, depending on how they're used in your structure. **What file types can I upload?** You can upload PDFs, Word documents, spreadsheets and most common file formats used in legal, financial and operational records. **How do external parties send us documents securely?** You can generate secure upload links to receive files directly into your Documents section. --- ## /features/workflows (Workflows) Workflows # Automate your family office operations Run your family office efficiently with task automation and pipeline tracking [Schedule Demo](https://asora.com/request-a-demo) Problems # The problem with how most family offices manage tasks Tracking tasks, deadlines and documents across a family office is often scattered. Spreadsheets, calendar reminders and emails create silos, making it easy to miss something important. Without a clear system, capital calls get overlooked, valuations are delayed, and critical documents expire unnoticed. Everything becomes reactive, and manual follow-ups consume time and attention. Asora helps you streamline the chaos. Built for family offices, it gives you a single place to manage workflows, assign tasks and set alerts, so nothing falls through the cracks. Centralise # Take control of your family office workflows ## Everything you need to stay organised and accountable Create and assign tasks, track deal pipelines, and collaborate with your team — all in one place. Set user permissions to manage access across entities, asset types or portfolios. Attach notes and documents to keep important context close to the work being done. ## Control access at every level. Set permissions down to the asset. Share what's needed, protect what's sensitive, and keep your family office data secure and structured. ## Keep context close to data. Record important details directly on assets. Everyone sees the same information, without digging through emails. ## Assign tasks and track what's done. Create and track tasks for any team member. Stay organised, reduce follow-ups and ensure nothing slips through the cracks. ## Track your pipeline without spreadsheets. Manage assets through due diligence and review. No more status updates over email — just a clear view of what's moving and what's not. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) FAQs # Frequently Asked Questions **What's the best way to track tasks and responsibilities in a family office?** Using software like Asora, you can assign tasks, set deadlines, and track progress across your team. This helps keep operations on track without relying on spreadsheets or inboxes. **How can I manage deal flow or due diligence in a family office platform?** Asora includes pipeline tracking so you can follow assets or investments as they move through review, approval, or onboarding — all in one place. **Can I control who has access to sensitive information?** Yes. Asora gives you detailed permission controls, so you can limit access to specific entities, assets or reports based on user roles. **What features help with internal collaboration in a family office?** You can add notes directly to assets and assign tasks, keeping your team aligned and your context centralised. **How does Asora support operational workflows for family offices?** Asora is purpose-built for family office operations. From task management to document tracking and role-based access, it helps you run structured, efficient workflows. --- ## /features/mobile (Mobile) Mobile # Access your family office's portfolio on the go Stay connected to your family office's wealth — access portfolio data, documents and insights securely from your phone. [Schedule Demo](https://asora.com/request-a-demo) Problems # The problem with accessing wealth data on the move Accessing portfolio data, performance, and key documents while on the move is often clunky and limited. Information is spread across desktop systems, emails, and shared folders, making it hard to get a clear, consolidated view. Without a simple, mobile-friendly solution, updates get delayed, documents are overlooked, and next-gen family members struggle to stay engaged. Keeping everyone informed becomes slow and inefficient. Asora changes that. The family office app gives you secure access to your portfolio, documents and insights — all in one place, from any device. Centralise # Take your family office with you ## Everything you need, wherever you are View holdings and net worth across entities, accounts and asset types Browse key documents and reports, securely stored and easy to find Intuitive interface built for ease of use on iOS and Android ## Stay connected to your portfolio. Track performance, connect accounts, review documents, and view net worth — all from your phone. No need to wait for reports or log into a desktop. ## Designed for the next generation. Empower younger family members with access to the information that matters to them. The app makes wealth data easy to understand and engage with. ## Built for security and simplicity. Access is protected with two-factor authentication. The app is intuitive, fast, and designed to meet the privacy expectations of modern family offices. ## The app that goes where you do. Access Asora from iOS or Android, with a consistent experience across devices. Whether you're travelling or between meetings, your family office is just a tap away. > "The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience" — Paul Baker, Omnia Capital Partners [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) FAQs # Frequently Asked Questions **Can I access my full portfolio from the Asora mobile app?** Yes. The mobile app gives you access to your full portfolio, including holdings, net worth, and supporting documents, all from your phone or tablet. **Does the Asora mobile app work on both iPhone and Android?** Yes, Asora offers apps for both iOS and Android, ensuring a consistent and secure experience across devices. **Is the mobile app secure for accessing sensitive family office data?** Yes. Our family office software app uses two-factor authentication and secure encryption to protect your data, aligned with modern family office security standards. **Can next-gen family members use the app easily?** Yes. The interface is designed to be intuitive and accessible, helping younger family members understand and stay engaged with their wealth data. **What can I do in the mobile app compared to the desktop version?** You can connect accounts and view portfolio performance, net worth, and documents. It's built for access on the go, with key features tailored for mobile use. --- ## /pricing (Pricing) Pricing # Pricing for family offices of all sizes Full access to the platform. No feature gating. Unlimited users. Optional add-ons if needed. ISO 27001 Certified · GDPR Compliant **Select your assets tracked:** $60 million (slider from 30m, 50m, 100m, 150m, 200m, 350m, 500m, 750m, 1b) For $50–100M assets tracked: ## $1300/month Annual contract (USD) [Schedule Demo](https://asora.com/request-a-demo) # What's included in every plan - Access to all [Asora features](https://asora.com/features) - Unlimited users on the platform - Unlimited bank account connections - 20 investment accounts, more can be added ## Optional Add-Ons We offer optional add-ons to suit your wealth management plans. **Additional investment accounts — $300/month** Scale up by adding 20 extra investment accounts when needed. **Alts data ingestion — $300/month** Automate data aggregation for private equity and hedge funds with [Canoe Intelligence](https://canoeintelligence.com/) (up to 20 holdings). Benefits ## Results that matter 100+ families worldwide trust Asora and achieve great results. ### 60% less time spent gathering and reconciling data ### 10 Minutes to create reports instead of days ### ≤4 weeks to have your wealth structure live Testimonials ## What other family offices think of Asora > "What used to take several hours or even days to compile reports each month can now be done in minutes with automated, real-time reports." > – Donald Campbell, Partner, Capstone Family Office > "There's enough complexity in a family office already. Asora keeps things simple for the family, and gives us full control on the back end." > – Pearse Brolly, Director of Investments, Bardfour Family Office > "I don't have to rely on the manager's performance numbers anymore as I can calculate my own" > – UHNWI > "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, Founding Partner, Omnia Capital Partners > "Everyone sees the same, up-to-date information. It's made our discussions sharper and our decisions faster." > – Lead Independent Trustee, Family Trust > "We now have a much more proactive relationship with our advisers, they know what is going on as it happens" > – Trusted Company Features ## A family office platform that goes beyond reporting Automate data aggregation, generate customised reports, and manage all assets in one place. ### Data Aggregation — Single source of truth for all your investments - Consolidate all your financial data into a single source of truth. - Eliminate manual data entry with automated data aggregation from banks & custodians. - Get accurate, up-to-date information to support better decisions. ### Performance Monitoring — Performance insights without the manual work - View performance by asset class, entity, or manager. - Track time-weighted returns over any time period. - Monitor IRR and MOIC for private investments. ### Accounting — Clarity on costs, tax, and performance - Track gains, income, and capital activity with structured asset-level data. - Monitor gains, fees, and withholding tax in one easy-to-access location. - Use tranche-level book cost accounting for accurate tracking. ### Private Assets — A complete view of your private assets - Track valuations and transactions with structured data for private investments. - Record commitments, invested capital, capital calls, and distributions. - Group assets by type, entity, manager, or strategy to match your structure. ### Documents — Secure, connected document storage - Find documents easily with direct links from entities, assets, or accounts. - Use secure upload links to collect files without back-and-forth emails. - Stay organised with tags by asset type, structure, or purpose. ### Workflow — Stay on top of every task - Control access with permissions down to the asset level. - Record key details on assets so everyone sees the same info. - Assign tasks and track progress to stay organised and aligned. ### Mobile — Access Asora anywhere - Track performance, accounts, and documents from your phone. - Give next-gens access to wealth info that's clear and engaging. - Stay secure with two-factor login and a simple, fast interface. Asora Pricing ## Frequently Asked Questions **What is the pricing based on?** The pricing is primarily based on net worth, with optional add-ons. **What features do I get access to?** As an Asora user, you get access to [all features](https://asora.com/features). **Do I need to pay for extra users?** No, pricing is not based on number of users. **Is there an implementation fee?** Please note that we charge a one-time implementation fee of 25% of your annual rate. **Is my data safe on Asora?** Asora takes numerous measures to ensure utmost privacy and safety. We are ISO 27001 certified and GDPR-compliant. Users have an option to opt for the Private Cloud add-on, where all their data is stored on a single server. [Learn more about our security measures.](https://asora.com/security) **What kind of accounts can I connect to?** With Asora, you can connect to both bank and investment accounts. We can connect with any banks that have data feeds available. --- ## /partner (Partner Ecosystem) # A trusted partner ecosystem for family offices Asora works with a trusted ecosystem of custodians, technology providers, and specialist firms supporting complex family offices. Built to support multi-entity, multi-custodian family office structures. These partnerships reduce manual work and improve reporting accuracy. Our approach ## A focused ecosystem you can trust We keep our partner network focused and intentional. We work with leading custodians, technology providers, and specialist advisors. Every connection is designed to support secure, long-term family office operations. ## Partnership Categories - **[Technology & integration](https://asora.com/partner#tech)** — Integrations that extend platform capability where it matters. - **[Custodians](https://asora.com/partner#custodians)** — Secure connectivity across portfolios and structures. - **[Introducers](https://asora.com/partner#introducers)** — Trusted relationships built on discretion and client fit. # Technology & integration Asora works with specialist technology providers where it adds real value. These connections improve data quality, reduce manual work, and support better reporting. Integrations may include direct feeds, structured file support, and bespoke connectivity where needed. # Custodians Asora integrates with leading custodians and data providers. This supports secure, high-fidelity feeds across complex portfolios. **Want to confirm support for your custodian?** We can verify existing connectivity or discuss setting up a secure feed. [Check custodian support](https://asora.com/partner#) # Introducers Asora works with a small number of trusted advisers, including lawyers, accountants, and family office specialists, who support families through secure collaboration on the platform. These relationships are built on discretion and long-term alignment. Clients introduced through a Partner may also benefit from preferred pricing. ### Referral tiers | Feature | Partner | Priority | Premier | | --- | --- | --- | --- | | Referrals | 0–10 | 11–25 | 25+ | | Preferred discount | 10% | 15% | 20% | | Partner Resource Centre | ✓ | ✓ | ✓ | | Dedicated account manager | – | ✓ | ✓ | | Early access to beta | – | ✓ | ✓ | | Introduction to potential clients | – | – | ✓ | | Co-marketing | – | – | ✓ | If you support family offices and want to explore an introducer relationship, we'd be happy to talk. [Talk to partnerships](https://asora.com/contact) # Partner standards and oversight ### Focused partnerships Integrations that extend platform capability where it matters. ### Controlled access All integrations are permission-based and always client-directed. ### Review and support Every connection is assessed, maintained, and supported by our team. ISO 27001 Certified · GDPR Compliant --- ## /security (Security) Security # A secure home for your financial data The security and privacy of your data is our top priority. We've designed a multi-faceted data security program to ensure the confidentiality and integrity of your data. ## The Importance of Data Security Data security is critical to protect wealth, privacy, and sensitive intergenerational information. From investment holdings to estate plans, confidential data must remain safeguarded at all times. At Asora, we prioritise security to ensure your information stays protected, preserving both trust and control. ## Safekeeping Your Data ### Always Encrypted™ Your data is stored with end to end always on encryption. This provides a separation between those who own the data and can view it, and those who manage the servers but can't access it. ### Two-Factor Authentication All access to the data requires 2 Factor Authentication or on device biometrics. Your data is protected by ensuring only registered permissioned users can access your data. Various levels of access also ensure you can decide who has access to what data. ### Security Alerts Suspicious activity drives security alerts direct to your mobile: Consecutive login failures; Geo-location (physical location) Geo-velocity (physical distance between consecutive login attempts); New device type. ### Private Cloud Storage Optional private cloud storage in a dedicated single tenant virtual server in MS Azure available for Professional or Family Office customers. This segmented network infrastructure with inner security perimeters and firewalls supports increased security, monitoring and containment. ### Security Centre Our clients own their data and are in full control of who it is shared with via Security Centre on the platform. Security Centre provides comprehensive Permissioned Access giving you full control over who has access to what and when. The detailed logs track all activity providing full oversight. ### Independent Verification Our information Security Management processes and standards are independently audited by British Standards Institute to ensure they meet the latest security best practices and principles as represented by the Global Quality Standard ISO 27001. We are also GDPR-compliant. --- ## /best-family-office-software (The Best Family Office Software) TABLE OF CONTENTS 1. TLDR 2. Why Modern Family Offices Need Purpose-Built Software 3. Family Office Software Comparison: Which Platform Is Right for You? 4. How To Pick the Best Family Office Software in 2026 5. Why Family Offices Are Replacing Spreadsheets with Digital Platforms 6. Key Challenges Faced by Family Offices Today 7. The Essential Features of the Best Family Office Software 8. Conclusion 9. FAQs # The Best Family Office Software for Single and Multi Family Offices ## TL;DR If you're searching for the best family office software in 2026, the right solution depends on your operating model (single-family office, multi-family office, wealth manager, or advisor-led structure), asset mix, reporting requirements, entity complexity, and existing service-provider ecosystem. Modern family office software can serve as a central operating layer for reporting, data aggregation, workflows, and document sharing, although capabilities vary significantly by vendor. In this family office software comparison, we review leading global providers across accounting solutions, reporting capabilities, integration flexibility, and private market support to help you identify the best fit for your structure. Modern family offices benefit from dedicated platforms that can handle multi-asset portfolios, complex entity structures, trusts, funds, and special-purpose vehicles, and diverse investment data sources. The shift toward intelligent family office suite solutions shows growing demand for automated data feeds, digital on-demand reporting, and comprehensive family office management capabilities. Whether you're managing private equity holdings, tracking investment portfolio performance, or need robust family office accounting software, the right platform impacts operational efficiency. This guide examines software solutions that transform how family office professionals manage wealth data, streamline [investment management processes](https://asora.com/blog/investment-management-software-for-family-office/), and improve service delivery to principals, family members, internal teams, and external advisors, depending on the operating model. ## Family Office Software Comparison: Which Platform Is Right for You? In an era marked by rapid technological advancements and evolving financial landscapes, the demand for holistic family office software has never been greater. Whether it's consolidating diverse assets, analysing their performance and costs or facilitating multi-generational [wealth planning](https://asora.com/blog/ai-in-wealth-management/), the right software can significantly enhance operational efficiency. Below are some of the top family office software currently on the market. | Vendor | Primary Category | Price | Client Segment | Best For | | --- | --- | --- | --- | --- | | **Asora** | Reporting & workflow platform | Tiered starting at €800/month | UHNWIs and family offices of all sizes | Secure, automated data aggregation and document management. | | **Altoo** | Client portal & reporting | Not publicly disclosed | UHNWIs, family offices, trusts, foundations | Fast setup and oversight of bankable and non-bankable assets. | | **Black Diamond** | Portfolio reporting & trading | Flexible, relationship-based | RIAs, advisors, family offices, banks | Institutional-grade portfolio accounting and performance reporting. | | **Canopy** | Reporting & analytics platform | Not publicly disclosed | HNWIs, wealth managers, private banks | API-driven analytics and customizable reporting across banks. | | **Fundcount** | Investment accounting platform | Starting at $21,928/year | Family offices, asset managers, PE firms | Integrated partnership accounting and investment reporting. | | **Landytech** | Portfolio reporting & data | Not publicly disclosed | Family offices, asset managers, trustees | Deep custodial connectivity and automated bookkeeping. | | **Masttro** | Client portal & reporting | Flat fee pricing | Larger family offices, UHNWIs, wealth managers | Holistic wealth view with alternative asset tracking. | | **ORCA** | Governance & entity management | Tiered plans | Corporations, investment firms, family offices | Governance-focused entity management and compliance. | | **PandaConnect** | Portfolio reporting platform | Not publicly disclosed | Family offices, RIAs, foundations | Multi-custodian connectivity and performance measurement. | | **QPLIX** | Portfolio reporting & investment | Not publicly disclosed | Family offices, wealth managers, banks | Complex legal structures and private market exposure. | | **Swimbird** | Data aggregation & infrastructure | Not publicly disclosed | Banks, asset managers, family offices, PE/VC | Data transformation and visibility across listed/alternative assets. | _Note: Pricing structures are based on publicly available vendor information and may vary depending on scope, integrations, and service requirements. Pricing details are accurate as of March 2026, but many providers do not publish fixed pricing and require direct consultation._ ### Asora **Price:** Tier depending on family office size, [starting at €800/month](https://asora.com/pricing/) **Client Segment:** Ultra-high-net-worth individuals and family offices of all sizes [Asora is a SaaS solution for single and multi-family offices](https://asora.com/) to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. It provides a single secure location for all the family's financial data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting. **Implementation & Onboarding:** Asora typically supports implementation timelines ranging from 4 to 8 weeks, depending on the number of custodians, legal entities, and alternative assets being onboarded. **Tech Stack Compatibility:** Asora integrates with global custodians, private banks, and alternative investment managers via automated data feeds. **Key capabilities**: [Data Aggregation](https://asora.com/features/data-aggregation), [Customisable reports](https://asora.com/features/performance-monitoring/), [Private asset tracking](https://asora.com/features/private-assets/), [Deal pipeline](https://asora.com/features/workflows/), [Task and document management](https://asora.com/features/documents/) **Best for:** Family offices seeking secure, automated data aggregation with strong reporting and document management in a user-friendly SaaS platform > "How Omnia Capital Partners reduced files sent via email by 50%" > Omnia Capital Partners — [Read Full Case Study](https://asora.com/casestudies/omniacapitalpartners) ### Altoo **Price:** Not publicly disclosed. Contact vendor for detailed pricing. **Client Segment:** Ultra-high-net-worth individuals, single-family offices, multi-family offices, trusts and foundations, private bankers, independent asset managers Founded in 2017, Altoo helps individual wealth owners, family offices, fund managers, and advisors consolidate bankable and non-bankable assets, monitor asset allocation, manage documents and tasks, and manage risks. **Implementation & Onboarding:** Altoo's onboarding includes platform access within 24 hours of contract execution, and the timeframe to establish bank and custodian connectivity depends on external paperwork with banks, usually completed within 1-4 weeks. **Tech Stack Compatibility:** Altoo connects to bank and custodian feeds to provide consolidated aggregation of bankable and non-bankable assets, and its SaaS platform is built around secure Swiss-based infrastructure for wealth data aggregation, reporting, and document storage. **Key capabilities**: Legal structure overview, Cashflow analyser/future cashflows reporting, Intuitive 'Explore' feature to analyse asset/performance **Best for:** Wealth owners and family offices wanting fast setup and oversight of both bankable and non-bankable assets. ### Black Diamond **Price:** Flexible, relationship-based **Client Segment:** RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement service providers, foundations The SS&C Black Diamond Wealth Platform is part of SS&C Advent, a division of SS&C Technologies. This cloud-native solution is widely used in the broader wealth-management ecosystem and may fit some family offices. It helps firms streamline operations and enhance client service through flexible infrastructure and dedicated support. **Implementation & Onboarding:** SS&C Black Diamond does not publicly publish a standard onboarding timeframe. Implementation timelines vary based on custom configuration, reporting requirements, and portfolio accounting setup. **Tech Stack Compatibility:** Black Diamond is a cloud-native platform that integrates with custodians, trading platforms, rebalancing systems, and CRM tools, and supports performance reporting, consolidated data aggregation, and portfolio management workflows. **Key capabilities**: Portfolio management and reporting, data aggregation, trading/rebalancing **Best for**: RIAs and family offices requiring trading/rebalancing, and portfolio management and reporting within a mature ecosystem. ### Canopy **Price:** Not publicly disclosed; pricing varies based on configuration and services. Contact vendor for detailed pricing. **Client Segment:** High-net-worth individuals, wealth managers, family offices The Singapore-based company offers family offices, wealth managers, and EAM client advisors a customisable data analytics platform focused on data aggregation, performance reporting, and multi-bank, multi-asset, and multi-currency reporting, with flexible dashboards and analytics tools. **Implementation & Onboarding:** Canopy does not provide publicly documented onboarding timelines on its website. Implementation schedules typically depend on data integration and custodial connections unique to each family office. **Tech Stack Compatibility:** Canopy is a cloud-based data aggregation and analytics platform that supports integration with banks, custodians, and external systems. Its architecture is designed to accommodate flexible data inputs and enable connectivity with other tools used across the family office technology stack. **Key capabilities**: Customisable dashboards and reports, multi-bank and multi-asset data aggregation, performance reporting, and flexible analytics across complex portfolios. **Best for**: Data-driven family offices seeking customisable analytics and consolidated reporting across multiple banks, asset classes, and currencies. ### Fundcount **Price:** Starting at $24,449/year **Client Segment:** Single-family offices, multi-family offices, high-net-worth individuals, asset managers, fund admins, hedge funds, private equity firms Fundcount provides an investment accounting and reporting platform used by family offices and related firms, with strengths in portfolio accounting, partnership accounting, general ledger, and reporting. **Implementation & Onboarding:** FundCount structures its implementations in phases rather than a fixed timeframe, offering both managed and guided approaches based on client size, complexity, and industry. **Tech Stack Compatibility:** FundCount emphasises integration, interoperability, and the use of APIs to enable connectivity between its platform and third-party systems such as CRM, business intelligence, reporting, and other solutions. **Key capabilities**: Partnership and Portfolio accounting, Consolidated reporting, Unified general ledger, Data aggregation **Best for**: Family offices needing integrated partnership accounting and investment reporting within a unified general ledger system. ### Landytech (Sesame) **Price:** Not publicly disclosed; pricing varies based on scope, data integrations, and platform configuration. Contact vendor for detailed pricing. **Client Segment:** Single-family offices, multi-family offices, asset managers, trustees UK-based Landytech helps family offices use data aggregation and analytics to make informed investment decisions. The platform, Sesame, also offers portfolio management, cash flow management, and reporting features. **Implementation & Onboarding:** Landytech does not publicly list a specific onboarding timeframe; deployment duration depends on custodian connections and data aggregation needs. **Tech Stack Compatibility:** Landytech's Sesame platform connects with 500+ custodians and data providers for automated wealth data aggregation and reporting, and can integrate via APIs with external accounting and reporting systems. **Key capabilities:** Automated trust bookkeeping, Custom reporting, Private asset reporting, Look-through ownership structure **Best for**: Complex multi-entity family offices requiring deep custodial connectivity and automated bookkeeping across global portfolios. ### Masttro **Price:** Flat fee pricing **Client Segment:** Larger family offices, UHNWIs, wealth managers, private banks Masttro serves family offices, wealth professionals serving wealth owners, and larger institutions. Offering a holistic view of your wealth, the platform helps with portfolio and task management, secure sharing and storage of documents, and easy integration with other tech platforms. **Implementation & Onboarding**: Masttro states that new client onboarding timelines depend on the scope of integration but typically last 10–14 weeks. The process includes goal and roadmap setting with the client service and onboarding team, a detailed project plan, weekly meetings, status reports, milestone check-ins, and ad hoc consultation as needed. **Tech Stack Compatibility**: Masttro highlights direct data integrations with custodians and private markets, supporting data standardisation and accuracy across liquid and alternative assets within its cloud-based platform. **Key capabilities:** Wide range of report templates, DocAI-powered extraction of fund reports, Global Wealth Map, and cryptocurrency tracking **Best for**: Larger family offices seeking a holistic wealth view with alternative asset tracking and structured onboarding support. ### Orca **Price:** Tiered pricing across four plans, with costs based on users and items **Client Segment:** Corporations, holding companies, investment firms, trust companies, CPA firms, private client advisors, law firms, family offices Founded in Zurich, Switzerland, in 2017, ORCA is better described as a governance and entity-management platform for ownership structures, compliance, and related workflows, rather than a like-for-like substitute for portfolio-reporting software. It was specifically built to deal with tax, legal, and compliance obligations for anyone who manages or owns ownership structures. **Implementation & Onboarding:** While ORCA doesn't publish a standard onboarding timeline, implementation normally varies depending on entity structure, compliance mapping, and data workflows. **Tech Stack Compatibility:** ORCA supports importing structured data via CSV templates for items such as ownership, cashflows, liabilities, and market valuations. **Key capabilities:** Structured charts, an automated way of forwarding documents via email into software, Compliance and governance functions **Best for**: Family offices and advisors focused on governance, ownership structures, and compliance-driven entity management. ### PandaConnect **Price:** Not publicly disclosed; pricing varies based on scope, data integrations, and service requirements. Contact vendor for detailed pricing. **Client Segment:** Single-family offices, multi-family offices, RIAs, foundations Founded in 1997, PandaConnect offers comprehensive services for diverse asset classes, supporting investment reporting, measurement, and oversight. With precise data aggregation and transparency, it provides families with institutional-level oversight, spanning multiple banks and currencies. **Implementation & Onboarding:** PandaConnect does not disclose standard onboarding durations publicly. Implementation periods tend to depend on data import scope, custodial connections, and reporting setup. **Tech Stack Compatibility:** PandaConnect's platform supports connections to national and international banks and custodians, enabling automated daily data flows, reconciliation, and consolidated investment reporting across multiple institutions and asset types. **Key capabilities:** Investment accounting, Investment reporting, Investment administration, Data aggregation **Best for:** Family offices needing multi-custodian connectivity with institutional-level performance measurement and oversight. ### QPLIX **Price:** Not publicly disclosed; pricing varies based on configuration, data integrations, and service scope. Contact vendor for detailed pricing. **Client Segment:** Single- and multi-family offices, independent wealth managers, banks and financial institutions, treasury departments, foundations, and non-profit organisations QPLIX delivers SaaS solutions for family and investment offices, wealth management, banks, and asset managers. The software maps liquid and illiquid asset classes, and accommodates various client structures, consolidating all investment data into the database. Users can access reports and analytics through the web portal or app. **Implementation & Onboarding:** QPLIX does not publicly list onboarding timelines on its website. **Tech Stack Compatibility:** QPLIX's ecosystem supports direct data streams from a wide range of financial institutions and technology partners. **Key capabilities:** Reporting and analytics, portfolio rebalancing and trading automation, accounting and tax reporting, legal entity management, and private market investment tracking **Best for**: Investment-focused family offices managing complex legal structures and private market exposure within a configurable ecosystem. ### Swimbird **Price:** Not publicly disclosed; pricing varies based on data integrations, platform configuration, and service scope. Contact vendor for detailed pricing. **Client Segment:** Banks, asset managers, family offices, investment companies, private equity, and venture capital firms The Swimbird Platform (SWIP) is a portfolio management solution offering users a holistic view of their entire portfolio. SWIP aggregates and visualises portfolio data, including assets and liabilities – all in real time. It can manage all financial instruments (listed and OTC), private equity, and alternative investments. **Implementation & Onboarding:** Swimbird describes a structured onboarding process that begins with an initial meeting to understand stakeholder needs, followed by data upload and customisation, integration with banks, custodians, accountants, and other counterparties, user training, and tailored ongoing support. **Tech Stack Compatibility:** Swimbird's data integration solution, Swimbird NEST, provides advanced data mapping and processing capabilities, transforming unstructured inputs (including PDFs) into standardised, validated data for portfolio analytics and reporting. **Key capabilities**: Real-time dashboard, Customised reporting, Market and static data master, Data aggregation **Best for**: Institutions and family offices requiring data transformation capabilities and real-time portfolio visibility across listed and alternative assets. ## How To Pick the Best Family Office Software in 2026 Selecting the right software for your family office is a strategic decision that can significantly impact how efficiently you manage wealth, investments, and operations, both now and in the future. Given the complexity and diversity of family office structures, there's no one-size-fits-all solution. Each platform offers a distinct set of capabilities, from consolidated reporting and data aggregation to accounting, document management, and alternative investment tracking. To help you navigate this landscape, we've created a guide that outlines what to look for in a service provider and how to assess which solution best aligns with your operational needs, governance requirements, and long-term goals. ### Key factors to consider when buying family office software **1. Client Fit** - Is the software purpose-built for family offices or repurposed from institutional or advisor tools? - Does the vendor primarily serve single-family offices, multi-family offices, UHNWIs, or wealth managers? **2. Features and Capabilities** - Look for platforms that align with your needs—whether it's timely dashboards, historical performance tracking, document management, or automated reconciliation. - Consider capabilities like alternative investment tracking, cash flow forecasting, and customisable report templates. **3. Data Aggregation** - How does the platform ingest data from banks, custodians, fund managers, and internal systems: through direct feeds, file imports, manager statements, portal extraction, APIs, or manual workflows? - Can it support both liquid and alternative assets, and how much manual intervention is required to maintain accurate, up-to-date data? - How does the platform handle private markets and other illiquid assets such as manager statements, capital activity, valuations, commitments, look-through reporting, and exception handling? **4. Reporting and Visualisation** - How flexible and customisable are the reports? - Can you create different views for family members, investment committees, or trustees? **5. Integration and API Access** - Does it integrate with your accounting platform, CRM, or document management system? - Are there open APIs to connect with other tools? **6. Security and Compliance** - What measures are in place to safeguard sensitive financial and personal data? - What data-protection, security, and operational controls are documented, and which jurisdiction-specific requirements are relevant to your family office and vendor setup? **7. Ease of Use** - Is the interface intuitive enough for non-technical users? - Can family members, assistants, or board members log in and navigate it easily? **8. Client Support and Onboarding** - Does the provider offer hands-on onboarding and training? - Are support teams responsive and knowledgeable about family office-specific challenges? **9. Customisation and Flexibility** - Can the solution adapt to your family's structure, preferences, and workflows? - Does it accommodate unique reporting formats or legacy data imports? **10. Pricing and Scalability** - How transparent is the pricing? Is it based on users, entities, or AUM? - Can the software scale as your family office evolves? With our independent analysis and insight into the top providers in the space, you can feel confident in selecting a solution that enables smarter decision-making, reduces manual work, and supports your family office across generations. ## Why Family Offices Are Replacing Spreadsheets with Digital Platforms As modern family offices become more complex, the reliance on manual workflows and disconnected tools is quickly being replaced by specialised technology solutions. Family office software has emerged as a critical enabler of operational control, responsive decision-making, and [scalable governance](https://asora.com/blog/part-6-create-a-family-office-governance-structure/) across jurisdictions and generations. This shift is driven by several key factors: - The growing volume and complexity of financial activities across asset classes, currencies, and legal entities - Increasing demand for secure, centralised platforms that support real-time investment insights - A broader move toward future-proofing family office operations against evolving regulatory requirements (which vary by jurisdiction), as well as changing market conditions and generational needs The right software no longer just supports portfolio oversight; it acts as an integrated platform that connects stakeholders, safeguards private data, and streamlines everything from performance reporting to document management. As family members, business managers, and wealth advisors seek [seamless access to timely and actionable information](https://asora.com/blog/how-technology-is-revolutionising-family-office-reporting), software becomes an integral part of making informed financial decisions and sustaining family wealth over the long term. For single family offices and multi family offices alike, the shift toward digital infrastructure is essential to stay ahead. ## Key Challenges Faced by Family Offices Today Despite increasing awareness of purpose-built tools, many family offices continue to face operational friction caused by outdated or misaligned systems. A significant number still rely heavily on spreadsheets and manual data handling, a reality confirmed by [The Family Office Operational Excellence Report 2025](https://www.campdenwealth.com/sites/default/files/FO_Op_Exc_2025_report_digital.pdf), where 42% of respondents still rely on spreadsheets, and around one-third continue to manually aggregate financial data. Here are the most pressing challenges: 1. **Manual financial data entry** — Spreadsheets and ad hoc tools require significant staff time and introduce risk through version control issues, inconsistent formats, and a lack of audit trails. 2. **Fragmented or delayed reporting** — Without proper reporting software, it becomes difficult to generate consolidated views of wealth, especially across public markets, private equity, venture capital, and real estate holdings. 3. **Limited visibility into illiquid assets** — Most generic platforms fail to adequately track alternative assets or allow look-through analysis for nested ownership structures. 4. **Exposure to data security, confidentiality, operational control, and compliance risks** — Sensitive financial and personal data may be stored or shared through unsecured or fragmented systems, increasing the risk of breaches, loss of control over information, and potential reputational or regulatory consequences. These challenges impact everything from day-to-day portfolio oversight to long-term investment decision-making. As family offices scale and diversify, the need for a centralised, highly secure, and automation-driven solution becomes unavoidable. Platforms like Asora are helping modern family offices replace fragmented processes with end-to-end digital control, enabling better decisions, cleaner reporting, and higher operational efficiency. ## The Essential Features of the Best Family Office Software With dozens of vendors on the market, selecting the right family office software begins with understanding the features that matter most. Beyond core capabilities like data aggregation and reporting, leading platforms also support permissioning and audit logs for secure access control, as well as entity and ownership management for handling complex structures. Below is a breakdown of the foundational capabilities that distinguish the best family office software from standard wealth management or accounting tools. ### 1. Unified Data Aggregation Centralising data from custodians, banks, asset managers, and alternative investment platforms is essential for building a single source of truth. Effective [data aggregation](https://asora.com/features/data-aggregation/) reduces manual work, enhances accuracy, and enables consolidated data views that support investment analytics and reporting. The best platforms aggregate investment and accounting data from multiple sources, including custodians, private market funds, and external accounting systems, enabling a single source of truth for reporting operations. ### 2. Multi-Currency and Multi-Entity Support Family offices with global portfolios need the ability to manage multiple entities and currencies without duplicating work. Software should support consistent multi-currency reporting and clearly document FX methodologies, support legal entity rollups, and enable entity-specific reporting. ### 3. Custom Reports and Dashboards Different stakeholders require different views. The ability to build custom reports and [dashboards](https://asora.com/blog/family-office-dashboards/) (from detailed financial statements to executive summaries) ensures that family members, business managers, and advisors all get the insights they need in the right format. ### 4. Timely Performance Reporting Timely access to performance metrics like IRR, TWR, and benchmark comparisons is no longer a luxury. The best tools include [support for tracking](https://asora.com/blog/performance-reporting-with-asora/) both public and private investments and offer granular analysis across asset classes. Advanced platforms deliver performance insights across both liquid and private markets, supporting IRR, TWR, and look-through analysis for complex ownership structures. ## Choosing the Right Family Office Software for Your Needs Selecting optimal software solutions for family office management requires careful evaluation of your specific investment data requirements, multi-asset portfolio complexity, and long-term family wealth objectives. The platforms reviewed represent the leading options for family office professionals seeking to modernize their investment management operations through intelligent family office suite capabilities. Key considerations for your decision: - **Investment Data Aggregation Needs**: Evaluate how well each platform handles data feeds from your existing custodians, investment managers, and complex structures - **Portfolio Analytics Requirements**: Consider the depth of investment portfolio analysis, performance reporting, and digital on-demand reporting capabilities that align with your stakeholders' expectations - **Scalability and Growth**: Choose software solutions that can accommodate expanding family wealth, additional private equity holdings, and evolving family office management requirements - **Integration Capabilities**: Ensure selected platforms integrate seamlessly with your existing family office accounting software, document management systems, and workflow processes Whether you choose Asora for its comprehensive automation and user experience, Masttro for institutional-grade capabilities, or another platform that aligns with your specific needs, investing in a robust family office software solution can significantly enhance operational efficiency, improve data accuracy, and support better-informed investment decisions. ## Success with Asora: A Real-World Example Many family offices still contend with spreadsheets, multiple custodians, and manual reporting cycles. The best family office software transforms that complexity into a single, secure platform, giving teams clarity, speed, and control. A recent example comes from [Tan Family Office, which implemented Asora to consolidate investment data, streamline reporting, and improve visibility across its portfolio](https://asora.com/casestudies/tanfamilyoffice). By bringing together data from multiple sources into one centralized platform, the team reduced reliance on manual processes and gain more consistent, timely insights into both liquid and private market investments. As a result, the family office was able to enhance internal workflows, improve transparency for stakeholders, and make more informed decisions based on accurate, up-to-date information. As one Tan Family Office executive reflected: > "We're happy with the results from onboarding with Asora, it has given the family the clarity required to move forward with our objectives and allows everyone to feel aligned and supported" For family offices evaluating software, real-world outcomes like this help illustrate how modern family office software can function as a central platform for reporting, workflow, and information sharing; delivering performance insights, workflow automation, and actionable intelligence across the organization. ## Final Thoughts: Choosing the Right Family Office Software Solutions Today, selecting the right family office software solutions is as much about enabling family offices to manage investments, track private and liquid assets, and oversee portfolio management with confidence, as it is about convenience. Some modern family office platforms combine [portfolio oversight](https://asora.com/features) with accounting and selected operational workflows, while others focus more narrowly on reporting and data aggregation and are designed to integrate with separate accounting or governance systems. Understanding how each platform fits within your broader technology stack is key to selecting the right solution. For family offices seeking a portfolio management platform that truly enhances investment management and day-to-day family office operations, investing in purpose-built software delivers measurable impact today and sets up scalable governance for generations to come. Ready to see how a purpose-built family office platform can streamline your operations, strengthen oversight of private and liquid assets, and simplify reporting? [Explore Asora](https://asora.com/request-a-demo) to discover how your family office can save time, reduce administrative friction, and make smarter, faster investment decisions. ## FAQs: The Best Family Office Software **What should I look for in family office software in 2026?** The best family office software should offer data feeds from multiple custodians, comprehensive investment data aggregation, and support for different partnership structures. Key features include multi-asset portfolios tracking, reporting, and integration with existing investment management systems. Look for platforms that can handle private equity holdings, provide analytics, and accommodate the diverse wealth data requirements of modern family office management. **How do intelligent family office suite solutions differ from traditional wealth management platforms in 2026?** Intelligent family office suite solutions are purpose-built for family offices seeking comprehensive investment management capabilities beyond basic portfolio tracking. These platforms offer advanced investment data aggregation, automated reconciliation, and sophisticated analytics. Unlike generic wealth management tools, they provide family office professionals with reporting, multi-asset portfolios support, and specialized features for managing wealth across generations. **What are the typical costs for family office software solutions?** Pricing for solutions varies significantly based on features, assets under management, and complexity. Entry-level platforms may start around $11,000 annually, while comprehensive intelligent family office suite solutions can range from $50,000 to $200,000+ yearly. Costs typically depend on factors like automated feeds quantity, investment data volume, number of entities, and advanced features like equity holdings tracking and partnership structures support. **How important is investment data aggregation for family office management?** Investment data aggregation is crucial for effective family office management. Automated data feeds eliminate manual processes, reduce errors, and provide real-time data across all holdings. This capability enables family office professionals to deliver timely analytics, comprehensive investment management oversight, and accurate reporting. **Can family office software handle private equity holdings and alternative investments?** The best family office software solutions offer robust support for equity holdings, real estate, hedge funds, and other alternative investments within multi-asset portfolios. Leading platforms provide specialized investment data aggregation for illiquid assets, automated processing of capital calls and distributions, and sophisticated analytics that include IRR, MOIC, and look-through reporting. This functionality is essential for family offices seeking comprehensive investment management beyond traditional securities. --- ## /compare (Compare Asora) Compare # Asora vs the competition Compare Asora with other family office platforms to find the best fit for your needs. [Schedule Demo](https://asora.com/request-a-demo) Comparisons available: - [Asora vs Masttro](https://asora.com/blog/asora-vs-masttro) - [Asora vs Vyzer](https://asora.com/blog/asora-vs-vyzer) - [Asora vs Excel](https://asora.com/blog/asora-vs-excel) - [Asora vs Landytech](https://asora.com/blog/asora-vs-landytech) - [Asora vs Copia Wealth Studios](https://asora.com/blog/asora-vs-copia-wealth-studios) Testimonials ## Trusted by the best What family offices think of Asora > "There's enough complexity in a family office already. Asora keeps things simple for the family, and gives us full control on the back end." > — Pearse Brolly, Bardfour Family Office ★★★★★ > "The implementation was straightforward and efficient. We were up and running with full visibility in under a month." > — Lead Independent Trustee ★★★★★ > "What used to take several hours or even days to compile reports each month can now be done in minutes with automated, real-time reports." > — Donald Campbell, Capstone Family Office ★★★★★ > "I don't have to rely on the manager's performance numbers anymore as I can calculate my own" > — UHNWI ★★★★★ > "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 ★★★★★ > "We now have a much more proactive relationship with our advisers, they know what is going on as it happens" > — Trust Company ★★★★★ --- ## /contact (Contact) Contact Us # Explore how Asora can simplify your wealth management Want to get in touch with our team? You can: - Fill out the contact form on the right - [Email us at info@asora.com](mailto:info@asora.com) - Book a meeting at a time that works for you [Schedule Demo](https://asora.com/request-a-demo) ## Contact form fields - First Name (required) - Last Name (required) - Email (required) - Region (required) — EMEA, APAC, Americas, ROW - Company Name - Phone Number - How did you find us - Message (max. 10,000 characters) - I agree to Asora contacting me regarding my query (required)