Knowledge Hub
Documentation, guides, and resources for your platform.
Recent Articles
How to request a document from someone?
To request someone to upload a document to Asora securely, follow these steps: In the left-hand navigation menu, click Documents . Click the + icon (hover text: Request Files ). Add a message explaini
1 min readOnboarding GuideHow to set up a reporting/viewing currency?
You can customise and choose which reporting currencies you would like to use on your account.
1 min readOnboarding GuideHow to change the logo on the platform?
You can upload your organisation's logo on the platform.
1 min readOnboarding GuideHow to add an asset
Adding assets to Asora is a simple process that allows you to keep track of your investments and manage your portfolio more effectively. Whether you're adding a new security, property, or other type o
1 min readPerformance MonitoringWhat is the Wealth Map?
Wealth Map Overview The Wealth Map in Asora provides a dynamic, visual representation of a family's net worth — from both an ownership and organizational structure perspective. It enables users to exp
3 min readDocument VaultHow to add a Document?
Learn how to add documents via the Vault and via Object Cards
1 min read