Onboarding Guide
Everything you need to get started with your Asora account.
- How to register on Asora
- Platform walkthrough guide
- How to add a Person
- How to add an Entity
- How to link an Entity to an Owner
Performance Monitoring
Create portfolios, and monitor asset and account performance.
- What are the risk metrics on Asora?
- Private equity performance metrics explained
- How does Asora calculate TWR?
- Investments dashboard explained
- What is the Wealth Map?
Private Assets
Track private asset lifecycle and performance on Asora.
- How to change the provider of an asset
- What are the different categories of assets on Asora?
- How to add a private asset
- How to manually update an asset's valuation
- How to import holdings and transactions for private assets?
Accounting
Perform accounting functions on Asora.
- What is the Asset statement
- What is the Position Rec?
- What is the Price Rec?
- What is the Cash Statement?
- What is in Reconciliation