The operating system you'd build, if you had a year
Asora is built for the CIOs, COOs and investment leads running family offices day-to-day, bringing investments, workflows and reporting into one platform.
01 / Before
- 01Portfolio reporting platform + Box + Asana + Excel
- 02Inbox-driven approvals
- 03Manual IC pack assembly
- 04Standalone risk dashboards
02 / With Asora
Pipeline, IC packs, approvals, performance and risk, all on one record, with a clean audit trail per decision.
One platform, the capabilities you’d otherwise buy separately
Investment pipeline and IC packs
Track opportunities from sourcing to commitment, with structured IC packs generated from the underlying data.
- Pipeline stages and ownership
- Structured IC papers
- Decision log per opportunity
Workflows with real ownership
Assignments, SLAs and approvals built into the platform, not your inbox.
- Tasks assigned to people and SLAs
- Approval workflows by amount and type
- Full audit trail of decisions
Performance, exposure and risk
Dashboards that answer the questions you actually get asked, by the principal and by the IC.
- Performance by manager, asset class and entity
- Exposure by region, sector and currency
- Risk and concentration views
Your team stops rekeying and starts adding value
You can’t hire good people to do manual, repetitive work, and you shouldn’t try. When the platform owns the admin, the same headcount covers far more, and the work that’s left is the work worth paying for.
Hours the platform takes off your team
- Chasing custodians and downloading statements
- Rekeying positions and prices into spreadsheets
- Reconciling the same accounts by hand each month
- Assembling the IC pack from five different files
Hours your team gives back to the family
- Manager selection and due diligence
- Exposure, concentration and risk decisions
- The questions the principal and the IC actually ask
- Structuring, liquidity and the next allocation
See Asora line-by-line against your current platform
“Having a single source of truth has changed everything. We no longer debate which numbers are correct. We just look at Asora.”
CIO
Bandia Capital
Where to go next
Related solutions
From the blog
- Investment Management Software for Family OfficePipeline, IC packs, exposure and audit trail: what professionals need.
- Best Family Office Management SoftwareHow to evaluate platforms when you're the one running the office.
- Family Office OperationsStreamlining the day-to-day operating model around one platform.
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