Will my advisers actually use it?

They pull what they need themselves instead of waiting on email, so the back-and-forth drops and the advice improves with cleaner data. Advisers become partners on the same source of truth, not a dependency you chase.

Do external advisers pay for access?

No. Advisers you invite get read-only access at no extra cost. Pricing is based on the family office, not seat count.

Can we revoke access mid-engagement?

Yes. Access is revocable any time and time-bound by default. Every action is logged for compliance.

Lawyers, tax, audit, bankers

Give your advisers the same source of truth, without the email back-and-forth

Asora gives trusted external advisers (tax counsel, auditors, lawyers, private bankers) scoped, read-only access to exactly what they need, with a full audit trail.

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Scoped by design

Every adviser sees exactly what they need, and nothing more

You invite each adviser to a defined slice of the estate. They work from the same source of truth as you, on their own login, and you see precisely what they touched.

Adviser

Sees

Access window

Tax adviser
Entities and accounts in scope for the return
WindowTax season, then auto-expires
Auditor
Balances, transactions and source documents
WindowAudit window, time-bound
Legal counsel
Entity structure, trusts and key documents
WindowPer engagement
Private banker
The mandate they manage, nothing else
WindowOngoing, revocable any time

Read-only by default

Time-bound access

Every view logged

How access works

Built so advisers help, without ever holding the keys

Scoped read-only access by role

Invite advisers to exactly the entities, accounts and documents they need, and nothing more. Revoke any time.

Granular entity, account and document permissions
Read-only by default, never co-mingled with family data
Time-bound access for audit and tax windows

Pre-built packs for tax, audit and legal

Generate the exact pack each adviser asks for, with source documents and reconciliations attached.

Tax packs by entity and jurisdiction
Audit packs with source documents and recs
Legal/entity packs for trustees and counsel

Audit trail of every share and view

Every document opened, downloaded or shared is logged, so you always know who saw what, and when.

Per-user access log with timestamp
Document version history
Exportable audit log for compliance

Software first, people when you want them

Asora plus a vetted advisor

Run everything yourself on Asora, and when you want a second set of eyes, plug in a vetted, independent advisor on scoped, read-only access. The software does the heavy lifting; the advisor adds judgement, not admin. No retainer for work a platform should do, and no one between you and your own numbers.

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Security & data protection

ISO 27001 certified, GDPR compliant, EU-hosted

Client and family data sits inside an independently audited ISO 27001 ISMS, processed under GDPR on EU-based hosting, with signed DPAs, role-based access and a full audit trail, ready to share with your families and their counsel.

Trust center

“The security features and data protection measures Asora provides were a key factor in our decision. We've reduced files being sent via email by over 50%.”

Paul Bakker

Omnia Capital Partners

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