--- title: How to add a mandate description: This article explains how a mandate can be added to asora. --- [Skip to content](https://service.asora.com/knowledge-base/how-to-add-a-mandate#main-content) ![](https://service.asora.com/hs-fs/hubfs/Favicon-2.png?width=100&height=75&name=Favicon-2.png) - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Open main navigation Close main navigation - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Search the Asora Knowledge Base - There are no suggestions because the search field is empty. 1. [Asora Knowledge Base](https://service.asora.com/knowledge-base?hsLang=en) 2. [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en) 3. [Reporting](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#reporting) July 31, 2025 # How to add a mandate ## This article explains how a mandate can be added to asora. An investment mandate is a set of instructions laying out how a pool of assets should be invested. It sets out rules to guide choices during investing. These rules then inform the actions of an investment manager. The video below shows how a mandate can be created: Once saved, these mandates can then be viewed and edited in the Wealth section. - [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#main-content) - [Getting Started](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#getting-started) - [People & Entities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#people-entities) - [Accounts](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#accounts) - [Assets & Liabilities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#assets-liabilities) - [Transactions](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#transactions) - [Reporting](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#reporting) - [Family Admin, Permissions, and Settings](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#family-admin-permissions-and-settings) - [Data Automation](https://service.asora.com/knowledge-base/data-automation?hsLang=en) - [Performance Monitoring](https://service.asora.com/knowledge-base/performance-monitoring?hsLang=en) - [Private Assets](https://service.asora.com/knowledge-base/private-assets?hsLang=en) - [Accounting](https://service.asora.com/knowledge-base/accounting?hsLang=en) - [Document Vault](https://service.asora.com/knowledge-base/document-vault?hsLang=en) - [Workflow & Alerts](https://service.asora.com/knowledge-base/workflow-alerts?hsLang=en) - [Mobile](https://service.asora.com/knowledge-base/mobile?hsLang=en) [![asora\_logo](https://service.asora.com/hs-fs/hubfs/asora_logo_dark.png?width=300&height=65&name=asora_logo_dark.png "asora_logo")](http://www.asora.com) 20 Hatch Street, Dublin 02, Dublin, Ireland [mailto:support@asora.com](mailto:support@asora.com) Copyright © 2025, Asora