Mirador vs Orca

You are looking for alternatives to Mirador. 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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Mirador

Category
Consolidated Reporting

Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. Mirador is a team of financial and technology experts who leverage decades of experience to enable client success, from best-in-class financial reporting services, to technology consulting and solutions, and middle office services.

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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

  • 50-100

Revenue

–

Founded

  • 2015

Ownership

  • Owned by management

Incorporated

  • United States of America

Locations

  • Darien, CT (USA)
  • Salt Lake City, UT (USA)
  • Dublin, IRE

Top markets

  • Australia
  • Canada
  • Colombia
  • Germany
  • United States of America

Total AUM

  • $136 billion+

Avg. AUM per client

  • $1.1 billion


  • 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

Serves also

  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Endowments and foundations

Number

  • 60 family offices
  • 59 wealth managers
  • 5 endowments/foundations


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


  • Law firms


–

Product
Main tasks

–

Top features

  • End-to-end reporting platform operation
  • Alternative asset entry and verification
  • Concierge custom report design
  • Ad-hoc data migration projects
  • Best practice sharing/portfolio insights

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

–

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


  • Yes

Technology
Type Of Software

–

Security

  • Comprehensive IT security, cyber-threat and continuity/disaster plans.

Ecosystem

–

Integrations

–

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


-


  • No