Asora
Asora revolutionizes investment management by automating the aggregation of bankable and private asset data, enabling users to monitor performance and generate tailored reports all on one secure platform. With ISO 27001 certification and GDPR compliance, it streamlines tracking of both liquid and illiquid assets, enhancing operational efficiency for family offices.
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Top Asora Features
- Automated data aggregation
- Customised performance metrics
- Single platform for all assets
- Seamless bank connection
- Real-time portfolio updates
- Tranche lot accounting
- Private asset tracking
- Document management integration
- Secure sharing capabilities
- Comprehensive reporting suite
- Multi-entity structure management
- Task and activity tracking
- Two-factor authentication access
- Activity feed for teams
- On-demand wealth data access
- Centralised data storage
- Enhanced security measures
- Proactive adviser communication
- User-friendly interface
- GDPR and ISO compliance
