Mantle vs Orca

You are looking for alternatives to Mantle. 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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Mantle

Category
Artificial Intelligence

Mantle Portal simplifies the management of LP investments by consolidating information from all investor portals into a single centralized platform. The aggregation coupled with automation does the undifferentiated heavy lifting, freeing you to focus on strategic decisions. Get a clear, real-time Schedule of Investments, enabling deep portfolio analysis against market trends. Drive alpha with smarter, faster insights, and reduce operational costs.

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orca, family office software, portfolio management software, consolidated reporting software

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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Company
Employees

  • 11-50

Revenue

-

Founded

  • 2022

Incorporated

-

Locations

  • Toronto

Top Markets

  • United States of America
  • Canada

Total AUM

-

Avg. AUM per client

-

Ownership

  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)


  • 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
  • Fund managers
  • Pensions
  • Endowments
  • Funds of funds


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


  • Law firms


–

Product
Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Technology Provider

Top features

  • Custom Reports
  • Digital Excellence
  • Proven Agility

Assets supported

  • Alternatives
  • Private Equity
  • Private Equity & Direct Investments

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

Integrations

  • SharePoint Integration

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