Enterprise DNA

Instead of Asora

Stop renting Asora. Own your family office system.

We build your version around how your family office runs, bring your Asora holdings and transactions across, and run it for you. One setup fee, then a retainer, whatever the family is worth.

Asora's own pricing page shows US$15,600 a year (US$1,300 a month, billed annually) for a family tracking 50 to 100 million, plus a US$3,900 onboarding fee in year one.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription is for

A bill that grows with the family, not the work

Asora sets its price by the net worth you track, in nine brackets. The records underneath are a short list a family office already keeps. Here is what the subscription pays for.

trending_up

A bracket set by net worth

US$15,600 a year for a family tracking 50 to 100 million. As the family's wealth crosses the next bracket, the fee moves up with it, though the office does the same work.

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Onboarding at a quarter of the year

A one-time fee of 25% of the annual subscription, US$3,900 at that bracket, paid at the start of onboarding.

account_balance

Investment accounts in packs

The first 20 investment accounts are included. Each further pack of 20 is US$3,600 a year, and so is each pack of 20 private fund holdings fed in automatically.

cloud

Separation at extra cost

A dedicated, isolated server for families that want their data kept apart is US$4,000 a year on top.

dashboard

Screens over ordinary records

Entities, accounts, holdings, values and transactions. The dashboards show what Asora chose to chart, not the question the trustees asked this week.

gavel

The legal side kept somewhere else

Trust papers, beneficiary notices, filing dates and loans between the family's companies usually sit with the lawyer and the accountant, away from the numbers.

Your family office, owned

One set of records for the money and the obligations

Position

Net worth the way the family is structured

Every entity, what it holds and its latest value, in the family's own currency. Owned through shares or units, or held in a discretionary trust.

  • check Totals by entity, asset class, currency or how quickly it can be sold.
  • check What each person owns outright, kept apart from what sits in a trust.
  • check Valuations older than your policy, largest first.
  • check The five largest assets as a share of everything.

Private funds

Know what the funds can still ask for

Each commitment with what has been called, what is left, what has come back and the latest value from the manager.

  • check Capital calls due or overdue, with the entity that pays.
  • check Cash on hand against calls due in 90 days and 12 months.
  • check Paid back and total value multiples for every fund.
  • check A trustee approval to pay a call, ready to sign.

Trusts and companies

The legal checks beside the money

The rules a New Zealand or Australian family lives under, checked against the records, each with the section it comes from.

  • check Trusts Act 2019 section 45 core documents, on file or missing.
  • check Beneficiaries told their basic trust information, or the reason recorded.
  • check Division 7A minimum yearly repayments and any shortfall, year by year.
  • check Annual returns, tax returns and trustee meetings, with what is overdue.

Reports

Papers in your own name

The documents a family office produces each quarter, made from the same records in your colours and with your logo.

  • check A quarterly family wealth report and a statement for each entity.
  • check A Division 7A loan schedule for the accountant.
  • check Basic trust information for a beneficiary, for the trustees to review.
  • check A Monday review of what needs a person this week.

Make it yours

Design your own Asora replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Asora. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Asora replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Asora data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Family Office for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Family Office for Claude Code

Connected to your own database

What needs my attention this week?

breached

What
DEADLINE
Record
Hartley Holdings Ltd: Annual return
Issue
5 days overdue
Source
Companies Act 1993 (NZ) s214

breached

What
DIV7A-MYR
Record
Pty Ltd loan to Graham 2025-26
Issue
Repaid AUD 30,000 of a minimum AUD 77,804
Source
Income Tax Assessment Act 1936 (Cth) s109E

breached

What
TRUSTS-S45
Record
Hartley Family Trust
Issue
No memorandum-of-wishes on file
Source
Trusts Act 2019 (NZ) s45(h)

breached

What
TRUSTS-S45
Record
Hartley Family Trust
Issue
No trustee-decisions on file
Source
Trusts Act 2019 (NZ) s45(d)

breached

What
TRUSTS-S51
Record
Hartley Family Trust: James Hartley
Issue
No record basic trust information given
Source
Trusts Act 2019 (NZ) s51 and s53

overdue

What
CAPITAL CALL
Record
Hartley Family Trust: Southern Cross III
Issue
NZD 150,000 was due 2026-10-18
Source
Fund agreement

due soon

What
CAPITAL CALL
Record
Hartley Family Trust: Southern Cross III
Issue
NZD 200,000 due 2026-11-16
Source
Fund agreement

stale

What
VALUATION
Record
Hartley Holdings Ltd: 14 Ward Street
Issue
Last valued 2025-07-09, 470 days ago
Source
House valuation policy

Ask it anything

Ten questions the family office dashboard does not answer

Each one runs against the demo family today. Your version answers them from your own records, and the next question is one sentence away.

chat_bubble What does each person own outright, against what sits in discretionary trusts?
chat_bubble How much can the funds still call, and how much is due in the next 12 months?
chat_bubble Which fund commitments have paid back the least of what they called?
chat_bubble What share of the family's wealth cannot be sold within a month?
chat_bubble How much of the total rests on valuations older than policy?
chat_bubble Which entity holds the most idle cash, as a share of what it owns?
chat_bubble How exposed is the family to each currency?
chat_bubble How concentrated is it: the five largest assets as a share of everything?
chat_bubble What did each provider charge in fees over the last 12 months?
chat_bubble What income did each entity receive over the last 12 months?

Switching

How to switch from Asora

A move involves exporting your holdings and transactions, importing them, checking the results and running both systems side by side before you switch.

  1. 1

    Export holdings and transactions

    In Asora, export your holdings and transactions in Asora Format, then save each export as a CSV file. Holdings exports provide dated values for your assets, while transactions come across with their type. If you cannot find these export options or your account does not allow them, check with Asora about what you can export.

  2. 2

    Test the import

    Load the Asora files into Family Office for Claude Code using its import process. Start with a test run, which lets you check what the import will bring across before you apply it. You do not need to work through technical commands yourself. If Enterprise DNA is setting it up for you, they handle the import as part of the move.

  3. 3

    Review the imported records

    Check the import results for anything flagged, then compare the records with Asora. The import brings across entities, accounts, assets, values and transactions. Each month-end holdings export becomes a dated value for each asset. Ownership between entities, fund commitments and document locations need to be added once, so check that those details are included before relying on the new records.

  4. 4

    Run both side by side

    Keep Asora available for a short period while you use the new database and Claude Code. Compare important holdings, transaction history and the answers you rely on with your Asora records. Use any differences to find missing data or mapping issues, then correct them before you make the new setup your main record. The right length depends on what you need to check.

  5. 5

    Switch off Asora

    Once you have checked the imported records and are comfortable using the new setup, make it your source of truth and stop using Asora. Keep any exports or records you need to retain under your normal record-keeping practices. You can make further changes to the database as your needs change.

construction

Where the real effort goes

The import brings over holdings and transactions, but the real work is usually mapping your own fields and rules and deciding how much history to bring. Ownership links, fund commitments and document locations are added once. Enterprise DNA handles this mapping and setup work when you have them run the system for you.

Not ready for a call?

Get your Asora switch plan by email

We will send you the step-by-step plan for moving your business off Asora, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Run it yourself, or have us build and run it

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo, then npm install, npm test and npm run demo to see the Hartley family.
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor and type /attention.
  3. 3 Export holdings and transactions from Asora in Asora Format, save each as CSV and run /import with a dry run first.
  4. 4 Add ownership, fund commitments and trust papers once, then ask.
Get it on GitHub

Built around your business

We customise it

A setup fee, then a retainer

  • check Your entities, your valuation policy and the rules your trustees and directors work to.
  • check Your Asora holdings and transactions brought across and checked against Asora's total.
  • check Bank and custodian feeds, a read-only page for the family on their phones, or a full web front end if you want one.
  • check Your reports in your name, on the technology you choose.
Build our version

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated inside Omni by Enterprise DNA, on a server your family controls.
  • check Values, capital calls and filing dates kept up to date each month.
  • check The quarterly report and the trustees' papers prepared for you to approve.
  • check Changes as the family's structure, funds and advisers change.
Get your version built

Questions

Instead of Asora, answered

Asora pulls our bank and custodian statements in automatically. Does this? expand_more

The free version takes values from the custodian's export, from Asora's own export, or from you telling it the number. Feeds are what we connect in your custom version, for the banks and custodians your family actually uses. Most family offices have a handful that matter, and the rest arrive as monthly statements anyway.

Can we bring our Asora history across? expand_more

Yes. Asora exports holdings and transactions to Excel in its own format. Each month-end holdings export becomes a dated value for every asset, and transactions come across with their type. Ownership between entities, fund commitments and where each trust paper is kept are added once, and we do that for you when we set it up.

Is the trust and Division 7A checking legal or tax advice? expand_more

No. It checks your records against the rules your advisers already work to, and names the section each check comes from: the Trusts Act 2019 for trust papers and beneficiary information, and Division 7A for loans from an Australian private company. Your lawyer and accountant still decide. They get a cleaner file to decide from.

Who can see the family's records? expand_more

Only who you choose. The records sit in one database on a server the family controls, not in a shared platform. The family office team works in it, and family members see a printed report or a read-only page if you want one. Nothing is sent anywhere from it.

What does Enterprise DNA charge? expand_more

A setup fee, then a monthly retainer, agreed on the call. It does not change when the family's net worth moves into another bracket. Bring your current Asora invoice and we will compare it with what your version would take to build and run.

Bring your Asora invoice and one quarter's report

Spend 30 minutes with Sam. We look at what you pay Asora, the entities and funds you track, and the trust and company papers your advisers chase. Then we scope the version Enterprise DNA builds and runs for your family office.

Get your version built Get the free version

Family Office for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Asora?

Get your version built