IQ-EQ vs Orca
You are looking for alternatives to IQ EQ. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
IQ-EQ
Category
Outsourced solutions
IQ-EQ combines one of the best in class accounting systems for closed-end funds or private assets (FIS Investran) and open-ended funds or public securities (Paxus) with best in class online visualisation technology. No need for in-house developers, as we have our own development team.
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ORCA
Category
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.
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Employees
- 5000+
Revenue
-
Founded
- 1896
Incorporated
-
Locations
- Amsterdam
- Belfast
- Bermuda
- British Virgin Islands
- Brussels
- Cape Town
- Cayman Islands
- Cebu City
- Curacao
- Dallas, Texas
- Dubai
- Dublin
- Geneva
- GIFT City
- Guernsey
- Hyderabad
- Isle of Man
- Jersey
- London
- Luxembourg
- Miami
- Mumbai
- Newcastle
- New York
- Nicosia
- Paris
- Pasig City
- Port Louis
- Shanghai
- Sheung Wan
- Singapore
- Tokyo
Top 5 Markets
- United Kingdom
- United States of America
- Singapore
- Luxembourg
- United Arab Emirates
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff also have ownership
- Owned by a larger corporation
- 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
- Single-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
-
- Single family offices
- Multi-family offices
- Trust companies
- Corporations
- Investment companies
- Law firms
–
Product
Main Tasks
- Consolidated Reporting
- Data Aggregation
- Portfolio & Cost Analysis
- Developers
- Data
- Compliance
- Investing Technology
- Real Estate
Top features
- Mobile App
- Custom Reports
- Full Multi-Currency Support
- Custom Development Service
- Ability to Whitelabel
Assets supported
- Art & Collectables
- Alternatives
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Commercial
- Commodities
- Rating Agency
- Impact Funds & Deal Platform
- Developed Markets
- Developing Markets
- Direct Private Equity
- Fixed Income
- Foreign Exchange
- Equities
- Hedge Funds
- Gold & Precious Metals
- Infrastructure
- Insurance
- Lifestyle Assets & Rare Collectibles
- Private Debt
- Private Equity
- Private Equity & Direct Investments
- Private Equity Funds
- Real Estate,
- REITS
- Warehousing & Industrial
- Venture Capital
- Residential
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
- Serviced software
Ecosystem
-
Integrations
- IQ-EQ Navigator
- IQ-EQ gVUE
- IQ-EQ Compass
- IQ-EQ Connect
- Max Comply
- Yardi
- ALLVUE
- Diligend
- Enfusion
- Box
- Snowflake
- Novata
- Power BI
- Freyda
- FIS Capital Suite
- Trident Connect
- Tableau
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