Altoo vs Orca

You are looking for alternatives to Altoo. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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Altoo, family office software, portfolio management software, consolidated reporting software

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family office.

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orca, family office software, portfolio management software, consolidated reporting software

Orca

Category
Governance

Developed in Switzerland, Orca offers a modern governance software that provides a secure, intuitive way to store and share sensitive financial information and reporting that facilitates productive discussions on wealth structuring, tax, compliance, succession planning, family reporting and more.

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Company
Employees

  • 11-50

Revenue

-

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff
  • Clients

Incorporated

  • Switzerland

Locations

  • Zug

Top 5 Markets

  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong

Total AUM

  • As the data is encrypted, Altoo is not in the position to calculate this data.

Avg. AUM per client

  • CHF 250 million


  • 0–20


–


  • 2017


  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)


  • Switzerland


  • Zurich


  • Switzerland
  • United States of America
  • Liechtenstein
  • Germany
  • Hong Kong


-


  • According to our high-security standards, ORCA can not access
    and see client data.

Client
Focus

  • Individual wealth owners

Serves also

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees

Number

  • 100+


  • Single family offices
  • Multi-family offices
  • Trust companies
  • Corporations
  • Investment companies


  • Law firms


–

Product
Main tasks

  • Consolidated reporting
  • Governance
  • Data aggregation
  • Risk management
  • Document management
  • Task management
  • Secure communication

Top features

  • Consolidation of bankable and non-bankable assets
  • Asset allocation overview and monitoring
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow analyzer/future cashflows reporting
  • Private equity reporting
  • Legal structure overview
  • Setup delegate users with partial access

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

  • GDPR

Whitelabel

  • Yes


  • Consolidated reporting
  • Compliance
  • Governance
  • Data aggregation


  • Structured charts
  • Automated way of forwarding documents via Email into software
  • Balance sheet in a simple format
  • Collaboration of readers and editors


  • Private equity
  • Bankable assets
  • Real estate
  • Rare collectibles


  • GDPR


  • Yes

Technology
Type Of Software

  • SaaS

Security

  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io

Ecosystem

  • Linux
  • Java
  • Scala
  • SBT
  • cassandra
  • akka
  • grafana
  • logstash
  • kibana

Integrations

  • Accounting software
  • Portfolio management systems

Mobile App

  • Yes


  • SaaS


  • Encryption and decryption (256-bit) of data takes place in cleint’s browser
  • Encryption and decryption (256-bit) of data is only possible with knowledge of password
  • 2FA process


  • Own software ecosystem


-


  • No

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