Asora
Move between client families without losing your place

Serve more families without scaling headcount linearly

Asora gives MFOs a unified platform with strict data segregation, branded client portals and the workflow automation needed to grow profitably.

Capacity Calculator

How many more families can your team serve?

See how many more client families each operator could serve on Asora.

12
3
12
$

How we estimate: on Asora each operator serves 3โ€“5ร— more families (templated onboarding, shared workflows), and onboarding runs about 3ร— faster.

Your capacity model

Capacity headroom

+24โ€“48 more families, same team

Each operator: 4 families today, 12โ€“20 on Asora.

Families per operator

Today4
With Asora12โ€“20

Onboarding per family

12 weeks today โ†’ ~28 days with Asora

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Illustrative estimate based on typical benchmarks. Your figures may differ.

Partner with Asora

Run your clients on Asora, or partner with us

Many MFOs and advisors do both. Put client families on the platform, with your logo on every portal and report, and introduce the families you donโ€™t serve through our referral and service partner tracks.

Branded client portals

Branded client portals out of the box

  • Your logo on the portal

    Each family signs in to a portal carrying your logo.

  • Configurable dashboards

    Show each client exactly the views and permissions they should see.

  • Reports with your logo

    Statements and PDFs carry your logo.

Your logo
H

Welcome back, the Harrison family

Net worth

$284.6m

+2.4% this quarter

Performance

Quarterly statement

Your logo on the cover

Built for multi-tenancy

Segregation you can prove to every family

Serving many families on one platform only works if each one is walled off by design. Asoraโ€™s segregation is structural, not a setting you can forget to switch on.

Tenant-level isolation

Every client family is a hard-walled tenant, so one family can never see another's data.

Per-client roles

Grant each advisor, beneficiary or auditor exactly the access they need, client by client.

Per-client audit logs

An immutable, per-tenant record of who saw and changed what, ready for any review.

Strict separation between client families

Each client family is fully segregated at the data and permissions layer, provable to your security team and to theirs.

  • Tenant-level data isolation
  • Per-client roles and access policies
  • Detailed audit logs available to each client
Strict separation between client families

Branded client portals out of the box

Give every client a polished, branded experience, without building a tech team.

  • Your logo on every client portal
  • Configurable dashboards per client
  • PDF and web reports with your logo
Branded client portals out of the box

Scale operations, not headcount

Templated onboarding, reusable structures and shared workflows let one operator serve many more families.

  • Onboarding templates for common structures
  • Bulk feed management across clients
  • Shared SLA and task workflows
Scale operations, not headcount
Outcomes

What good looks like with Asora

Onboard new families in weeks, not quarters

Operators serve 3โ€“5ร— more clients each

Win deals on the strength of your portal experience

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

Automate your
family office today

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ISO 27001ISO 27001 CertifiedGDPRGDPR Compliant