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What is Wealth Management by Zahlenwerk?

Wealth Management by Zahlenwerk is a cloud-based solution crafted for family offices and investment managers to oversee and evaluate private-market investments across different legal entities. This platform facilitates the recording of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, alongside tracking vital financial elements like capital calls, distributions, cash flows, and valuations necessary for calculating IRR, TVPI, and DPI metrics. Users can upload or forward capital account statements, call notices, and distribution notifications, ensuring the extracted information stays linked to its source for straightforward verification. The system methodically organizes financial records by legal entity, associating them with relevant portfolio positions for better clarity. Furthermore, an integrated assistant and MCP server enhance the connection between portfolio data and advanced AI technologies like Claude and ChatGPT. Although the assistant is unable to delete positions, entities, individuals, or bank accounts, any changes made within the application require explicit user approval to maintain integrity. The platform is in beta, in use at a limited number of family offices, and access can be requested.

What is Asora?

Asora is a software-as-a-service platform designed to help single-family and multi-family offices efficiently monitor and oversee their assets. It streamlines the process of data collection and delivers instant digital reports accessible via both web and mobile devices. Additionally, Asora serves as a secure and centralized repository for all family-related information. This information is safeguarded by advanced security measures and continuous encryption. By utilizing automated data feeds and immediate reporting capabilities, Asora eliminates the need for labor-intensive data management and report generation, ensuring a seamless experience for its users. With this innovative approach, families can focus on strategic decision-making rather than administrative tasks.

Media

Media

Integrations Supported

ChatGPT
Claude
Claude Duet
Claude for Legal
Gmail
Google Drive
Microsoft Outlook
Microsoft Teams
Model Context Protocol (MCP)
Slack

Integrations Supported

API Availability

API Availability

Pricing Information

€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Zahlenwerk Studio

Date Founded

2026

Company Location

Germany

Company Website

www.zahlenwerk.studio/wealth-management

Company Facts

Organization Name

Asora Technologies

Date Founded

2021

Company Location

Ireland

Company Website

asora.com/

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Investment Management

Not specified

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