Flanks vs Orca

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

Flanks

Advisors

Flanks is a WealthTech company redefining the industry through data-led insights and automation. Its modular, all-in-one platform empowers financial institutions — including private banks, family offices, asset managers, pension plan providers, and technology firms — to deliver faster, high-quality, and hyper-personalised advisory services.

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

Revenue

Founded

2019

Incorporated

Locations

Barcelona
Madrid
Paris

Top 5 Markets

France
Spain
United Kingdom
Sweden
Brazil

Total AUM

39B

Avg. AUM per client

Ownership

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

Banks

Secondary focus

Banks
Brokerages
Custodians
Exchange platforms
Fund managers
Individual wealth owners
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pension Plan Providers
Single family offices
Software and technology providers

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

Law firms

–

Product

Main Tasks

Advisors
Artificial Intelligence
Compliance
Data
Data Aggregation
Portfolio Management
Reporting
Security & Risk

Top features

Ability to Whitelabel
AI Powered
Consolidated View
Custom Reports
Data Ingestion
Full Multi-Currency Support

Assets supported

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

Ecosystem

Integrations

We are prepared to integrate with our client systems

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