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
Go back to Diligend
diligend, family office software, portfolio management software, consolidated reporting software

Diligend

Category
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.

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

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.

Read more
Company
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


-


$30M

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
  • UHNWIs


-

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


Yes

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


-


No

Simple solutions for complex times.