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Knowledge base
Releases & Updates
Blog
Newsletter
Customer Portal
File a Support Ticket
Search the Asora Knowledge Base
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Asora Knowledge Base
Onboarding Guide
Onboarding Guide
Everything you need to get started with your Asora account.
Getting Started
How to register on Asora
Platform walkthrough guide
Asora glossary
NEW: Navigate Asora Faster with Our New UI Refresh
Who has access to my data?
How to raise a Support Ticket?
How to get in touch with Asora?
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People & Entities
How to add a Person
How to add an Entity
How to link an Entity to an Owner
How to change the ownership structure of an account, asset or liability
Accounts
How to add and connect a bank account
How to add and connect an investment account
How to edit details of an account
What is the process to connect an Investment account?
Assets & Liabilities
How to add an asset
How to add a liability
How to add and edit a cash balance?
How to import/edit assets in bulk?
Transactions
How to add a transaction
What are the different types of transactions on asora?
Reporting
What kind of dimensions are available on Asora?
How to create a portfolio
What is wealth type and how can it be changed?
How to edit an existing portfolio
How to set up a reporting/viewing currency?
How to change the reporting/viewing currency
How to add a mandate
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Family Admin, Permissions, and Settings
How to Add a new User to Your Asora
How to add a Family and Family Admin?
How to add a new client admin
How to add entity to a family group.
How to set permissions for my team?
How to change the logo on the platform?
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