Orca vs iPaladin Comparison

You are looking for alternatives to Orca. 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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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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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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Company
Employees

  • 0–10
Revenue

-

Founded

  • 2017
Ownership

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

  • Switzerland
Locations

  • Zurich
Top 5 Markets

  • Germany
  • Liechtenstein
  • Switzerland
  • United Kingdom
  • Austria
Total AUM

-

Avg. AUM per client

  • $30 million

11-50


$1 million+


2010


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

United States


Tampa


  • United States of America
  • Canada
  • Mexico
  • Bahamas

-

Client
Focus

Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Individual wealth owners
Number

-


Single family offices


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

50+

Product
Main tasks

  • Consolidated reporting
  • Compliance
  • Governance
  • Data aggregation
Top features

  • Structured charts
  • Automated way of forwarding documents via Email into software
  • Balance sheet in a simple format
  • Collaboration of readers and editors
Assets supported

  • Private equity
  • Bankable assets
  • Real estate
  • Rare collectibles
Compliance

  • GDPR
Whitelabel

  • Yes

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

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

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


GDPR


Yes

Technology
Type Of Software

  • SaaS
Security

  • 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
Ecosystem

  • Own software ecosystem
Integrations

-

Mobile App

  • No

  • Serviced Software
  • SAAS
  • Fully Standalone

  • 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

AWS


Limited integrations


No

Simple solutions for complex times.