--- title: "NEW: Navigate Asora Faster with Our New UI Refresh" description: Navigate Asora Faster with Our New UI Refresh --- [Skip to content](https://service.asora.com/knowledge-base/ui-refresh#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. [Getting Started](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#getting-started) July 31, 2025 # NEW: Navigate Asora Faster with Our New UI Refresh ## We’re excited to roll out Asora’s new UI refresh designed to save you time, reduce repetitive clicks, and make your workflows simpler. Here’s what’s new and how it benefits you: ### **Stay Organised with a Smarter Navigation Menu** **Before:** All dashboards were listed together, and sub-dashboards appeared on a horizontal menu after clicking a main dashboard. **Now:** The menu is cleaner, with **dashboards grouped by functionality**: - **Analysis:** Wealth, Views, Accounting, Reports - **Data:** Connections, Reconciliation, Datahub, Documents (previously Vault) - **Activity:** Activity, Pipeline. Sub-dashboards are now nested under their main dashboard within the left nav for quick access without page reloads. [Security is now under your initials/avatar on the top right corner.](https://service.asora.com/knowledge-base/ui-refresh#Security) ![New Navigation-1](https://service.asora.com/hs-fs/hubfs/New%20Navigation-1.gif?width=186&height=710&name=New%20Navigation-1.gif) --- ### **Quickly Access Your Most Used Dashboards with Shortcuts** **Before:** No pinning option – you navigated manually each time. **Now:** You can pin the dashboards and sub-dashboards you use most often. These will appear as **Shortcuts** in the left navigation menu and remain easily accessible each time you log in.   ![Shortcuts on navigation](https://service.asora.com/hs-fs/hubfs/Shortcuts%20on%20navigation.gif?width=670&height=377&name=Shortcuts%20on%20navigation.gif) --- ### **Change Families with Ease** **Before:** You switched families via the bottom left menu. **Now:** The **Family Selector is at the top of the left nav menu**, always visible. Click to see all families within the client. **Hover to see owners and entities** in each family, and **pin/star favourites** for quick switching. ![Family Selector-1](https://service.asora.com/hs-fs/hubfs/Family%20Selector-1.png?width=531&height=684&name=Family%20Selector-1.png)   --- ### **Pin Owners and Entities You Always Need** **Before:** You had to select owners and entities manually each login. **Now:** Pin the owners and entities you always want selected in **Wealth (Net Worth and Wealth Map)**. They remain pre-selected every time you log in, saving setup time. ![Pinning on owner selector](https://service.asora.com/hs-fs/hubfs/Pinning%20on%20owner%20selector.gif?width=670&height=377&name=Pinning%20on%20owner%20selector.gif) --- ### **Always View Your Preferred Portfolios First** **Before:** Views defaulted to the first portfolio alphabetically, requiring manual selection each time. **Now:** Pin your most used portfolios in **Views and sub-dashboards**. Each time you visit Views, it defaults to your first pinned portfolio. ![Pinning on portfolio selector](https://service.asora.com/hs-fs/hubfs/Pinning%20on%20portfolio%20selector.gif?width=670&height=377&name=Pinning%20on%20portfolio%20selector.gif) --- ### **Manage User Settings More Easily in the Updated Security Section** **Before:** The Security section was part of the left navigation menu. **Now:** You can access Security settings by clicking your **initials** or **avatar** in the top right corner. This section allows you to manage user settings and gives you a clear overview of team logins, helping you stay on top of access and activity. ![Security Section](https://service.asora.com/hs-fs/hubfs/Security%20Section.png?width=670&height=377&name=Security%20Section.png) - [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