iPaladin vs Orca Comparison

You are looking for alternatives to iPaladin. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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IPaladin, family office software, portfolio management software, consolidated reporting software

iPaladin

Category
Governance

iPaladin's Digital Family Office is a USA-based blockchain platform designed for family office professionals to orchestrate people, services, documents and activity. Family offices are able to save time, money and stress through a birds eye view platform that allows them to track past, understand present and anticipate future.

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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.

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Company
Employees

11-50

Revenue

$1 million+

Founded

2010

Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners

Incorporated

United States

Locations

Tampa

Top 5 Markets

  • United States of America
  • Canada
  • Mexico
  • Bahamas

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

Single family offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Banks

Number

50+


Single family offices


  • Multi family offices
  • Financial advisors
  • UHNWIs


-

Product
Main tasks

  • Enterprise Compliance
  • Enterprise Tasks
  • Document Standardization
  • Communication and Meetings

Top features

  • Connect every person in the network
  • System of Internal Control
  • System of Records
  • Succession Process

Assets supported

Customizable to accommodate the operational needs of any type of entity, asset or liability

Compliance

GDPR

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

  • Serviced Software
  • SAAS
  • Fully Standalone

Security

  • Data encrypted in transit and at rest
  • Advanced Encryption Standard 256 (AES 256)
  • Segregating information using multi-tiered physical and logical separation
  • Complete spectrum of role-based access controls
  • Multi-Factor Authentication
  • Industry standard deployment orchestration tools

Ecosystem

AWS

Integrations

Limited integrations

Mobile App

No


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.