DiligentVault 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

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 This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests.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.

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.

History

DiligenceVault was founded in 2014 by Monel Amin, who was previously the Head of Liquid Investments, Alternative Assets, and Investment Risks at Citi.

About the owners and the team

Monel Amin, Founder, Chief Executive Officer & Board Member, owns and operates the company.

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

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

Law firms

–

Product

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

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

In the media

Simple solutions for complex times.

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DiligentVault 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

Orca

Category

Governance

Company

History

About the owners and the team

Client

Product

Technology

Simple solutions for complex times.

Reads

Experts

Companies

DiligentVault 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

Orca

Category

Governance

Company

History

About the owners and the team

Client

Product

Technology

Simple solutions for complex times.