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.

Altoo

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.

ORCA

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.

Employees

11-50

Revenue

Founded

2017

Ownership

Owned by management
Key staff
Clients

Incorporated

Switzerland

Locations

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

Single-Family Offices
Individual Wealth Owners

Serves also

Multi-Family Offices
Fund Managers
Financial Advisors
Banks
Trustees

Number

150+

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)
Any asset class is supported
40+ types of bankable and non-bankable assets

Compliance

GDPR

Whitelabel

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

Technology

Type Of Software

SaaS

Security

Private cloud on own hardware
Swiss Tier 4 Data Center individual client data encryption HSM
2FA and 3FA available
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

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

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