sign inDiligentVault vs Orca Comparison
You are looking for alternatives to DiligentVault . Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
DiligenceVault
Category
Digital Due Diligence
USA based Company, DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests. We bring transparency, efficiency and time savings to the marketplace by delivering a superior data-driven diligence experience to the investment management industry.
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Orca
Category
Consolidated Reporting
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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Employees
11-50
Founded
2014
Ownership
- Owned by management
- Key staff also have ownership
- External investors
Incorporated
United States
Locations
- New York
- London
- Singapore
Top 5 Markets
- United States
- Canada
- Singapore
- Australia
- United Kingdom
Total AUM
-
Avg. AUM per client
-
0-10
-
2017
- Owned by management
- Key staff also have ownership
- External investors (neither clients nor staff)
Switzerland
Zurich
- Germany
- Liechtenstein
- Switzerland
- United Kingdom
- Austria
-
$30M
Client
Focus
Investors/Allocators
Serves also
- Single-Family Offices
- Multi-Family Offices
- Fund managers
- Banks
Number
> 50
Single family offices
- Multi family offices
- Financial advisors
- UHNWIs
-
Product
Main tasks
- Data Aggregation & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
- CRM
- Compliance
- Portfolio Management
- Impact/ESG Reporting
- Risk Management
Top features
- Questionnaire management
- Fully Customizable Analytics
- Reporting
- Research Management
- CRM Workflow Automation
- Secure Information
- Exchange Centralised Data
- Storage External Managers Data
- Submission Portal
- Regulatory Module / ADV forms
Assets supported
- Private equity
- Equity, Fixed Income, Hedge Funds
- Real Estate
Compliance
-
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
- Data Encryption
- 2-factor authentication & single-sign-on (SSO)
- Encrypted data in transit and at rest
- SOC 2ISO27001 Certification
- Penetration testing
Ecosystem
-
Integrations
- MS Word
- MS Excel
Mobile App
No
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