Asora

7.0easy start · #42of 81
in Portfolio Management Software

Free to practise onno
Free trialno
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $300/mo.

Asora is ranked #42 of 81 in portfolio management software on The Geeks Club, made by Asora (Dublin, Ireland). It runs on Android, iOS, Web. There is no free plan. Paid plans start at $300/mo.

Asora plans and pricing

All plans

Entry tier $900/mo Billed annually Unlimited users · Unlimited bank account connections · 20 custodian accounts asora.com · 20 Sept 2026

Data aggregation add-on $3,600/yr billed annually 20 extra investment accounts asora.com · 20 Sept 2026

Alternative fund holdings add-on $3,600/yr billed annually Up to 20 holdings asora.com · 20 Sept 2026

Private cloud add-on $4,000/yr billed annually Dedicated isolated server asora.com · 20 Sept 2026

Onboarding fee $3,900/mo One-time, Year 1 only Year-one implementation fee asora.com · 20 Sept 2026

Asora — $50–100M bracket (3 of 9) $15,600/yr $15,600/year; equivalent to $1,300/month, billed annually. One-time onboarding fee: +$3,900. Unlimited users · Unlimited bank connections · 20 custodian accounts included · Additional investment-account packs, alternative-fund holdings, and private cloud priced separately asora.com · 30 Sept 2026

Compared on portfolio management software

Free plan: No

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The record

Asset class coverage: multi_asset_alternatives
Performance reporting: Yes
Risk analysis: Yes
Tax-lot tracking: Yes
Purpose: Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting.
Data aggregation: It automatically aggregates, maps, cleanses, and standardises data from banks and custodians.
Institution connections: Asora says it guarantees a connection with banks and custodians that have available data feeds, and its pricing page says it aggregates data from 200+ custodians.
Alternative investments: Asora integrates with Canoe Intelligence to structure private-fund data such as capital calls, distributions, and investor statements.
Performance: Performance monitoring provides a unified portfolio view with daily automated updates and consistent calculation methodologies across assets.
Pricing basis: Pricing is tiered by net worth under management; each tier includes the full platform, with unlimited users and no feature gating.
Included account limits: Every plan includes unlimited bank-account connections and 20 custodian accounts; additional investment accounts can be added in packs of 20 for $3,600/year.
Mobile apps: The mobile app is available on iOS and Android and supports portfolio performance, account balances, documents, and reports.
Security: Asora states it uses end-to-end encryption, two-factor authentication or on-device biometrics, role-based permissions, and is ISO 27001 certified and GDPR compliant.
Private cloud: A private-cloud option uses a dedicated single-tenant virtual server on MS Azure; pricing lists the add-on at +$4,000/year.
Price from: $300/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#42 of 81
Best Family Office Software in 2026#20 of 24

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Sources

asora.com/ai-info;· checked 20 Sept 2026
asora.com· checked 30 Sept 2026
asora.com/product/data-aggregation· checked 30 Sept 2026
asora.com/pricing· checked 30 Sept 2026
asora.com/product/performance-monitoring· checked 30 Sept 2026
asora.com/product/mobile· checked 30 Sept 2026
asora.com/security· checked 30 Sept 2026
asora.com/about· checked 30 Sept 2026