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

  • 0–20
Founded

  • 2017
Ownership

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

  • Switzerland
Locations

  • Zurich
Top 5 Markets

  • Switzerland
  • United States of America
  • Liechtenstein
  • Germany
  • Hong Kong
Total AUM

-

Avg. AUM per client

  • According to our high-security standards, ORCA can not access
    and see client data.

The company was founded in 2008 by Jill Creager.


Jill Creager is the Founder and serves as Chief Executive Officer at iPaladin. She is the Founder and serves as Chief Executive Officer at Providence Family Offices. She is the force behind iPaladin and the Digital Family Office business model.

Client
Focus

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

  • Law firms
Number

-

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
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
Simple solutions for complex times.