sign inDiligend 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
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.
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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
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