Etops Group AG vs Orca

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

Etops

Advisors

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

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

100-500

Founded

2010

Locations

Cham, Switzerland
Sonneberg, Germany
Bratislava, Slovakia
Görlitz, Germany
Freiburg, Germany
Munich, Germany
Stadtbredimus, Luxembourg
Tbilisi, Georgia

Top 5 Markets

Switzerland,
Germany,
Austria,
Luxembourg,
United Kingdom,
France,
Belgium,
Netherlands

Total AUM

We do not manage AuM, but we have >USD 400bn on our platform

Ownership

Key staff also have ownership,
Owned by a larger corporation,
Owned by management

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

Focus

Multi-family offices

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Fund managers,
Banks,
Pensions,
Endowments,
Foundations,
Funds of funds,
Software and technology providers,
Other

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

Law firms

–

Product

Main Tasks

Data Aggregation,
Advisors,
Asset Managers,
Compliance,
Data,
Consolidated Reporting,
Portfolio Management,
Technology Provider,
Risk Management,
Private Bank,
Portfolio & Cost Analysis,
Trading,
CRM

Top features

Custom Reports,
Full Multi-Currency Support,
Transparency,
Proven Agility,
Custom Development Service,
Other Services,
Digital Excellence

Assets supported

Art & Collectables,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Real Estate,
Private Equity,
Alternatives,
Commodities,
Developed Markets,
Developing Markets,
Direct Private Equity,
Foreign Exchange,
Equities,
Gold & Precious Metals,
Hedge Funds,
Private Equity Funds,
Cryptocurrency,
Digital Assets & Crypto Currency,
Insurance,
Lifestyle Assets & Rare Collectables,
Fixed Income,
Private Debt,
Private Equity & Direct Investments,
Real Estate,
Residential,
Venture Capital

Whitelabel

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

CRM systems (via API, including contact reports and relationship mapping)
Trading and rebalancing through our OMS with FIX connectivity
Market data integration LSEG, SIX and Mountain view
Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
SAAS
Serviced software

Mobile App

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