Diligend vs Orca Comparison

You are looking for alternatives to Diligend. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Diligend

Digital Due Diligence

Developed in the USA, Diligend offers streamlined due diligence and monitoring processes across all asset classes through digitization and automation. Through their platform, they facilitate time-saving analysis, collaboration and the structuring and centralization of data for investors, consultants and fund managers.

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

2018

Ownership

Key staff also have ownership
External investors
Owned by management

Incorporated

United States of America

Locations

Switzerland
United Kingdom
United States of America
United Arab Emirates
Canada

Top 5 Markets

Australia
Switzerland
United Arab Emirates
United States
United Kingdom

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

$30 million

Client

Focus

Financial advisors

Serves also

Single family offices
Multi family offices
Fund managers
Banks

Number

> 50

Single-family offices

Multi-family offices
Financial advisors
Individual wealth owners

Product

Main tasks

Data Aggregation
Risk Management
Impact/ESG Reporting
CRM
Consolidated Reporting

Top features

Due Diligence Questionnaires Engine
Research Management CRM
Workflows Fund tracking
External managers data submission portal
Analytics Reporting

Assets supported

Equities
Fixed Income
Hedge Funds
Private Equity
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

Technology

Type Of Software

SaaS

Security

Encryption
Audit trail
ISO27001
Penetration testing

Ecosystem

Integrations

Tableau
Outlook
Excel

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

Simple solutions for complex times.

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Diligend vs Orca Comparison

You are looking for alternatives to Diligend. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Diligend

Category

Digital Due Diligence

Orca

Category

Governance

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Experts

Companies

Diligend vs Orca Comparison

You are looking for alternatives to Diligend. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Diligend

Category

Digital Due Diligence

Orca

Category

Governance

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.