Orca vs Trusted Family 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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Trusted Family

Trusted Family

Category
Governance

Belgium's Trusted Family platform serves global family businesses with a single, secure and centralized governance platform, enabling directors, shareholders and family members to connect anytime, anywhere. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise.

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Company
Employees

  • 0–20

Revenue

–

Founded

  • 2017

Ownership

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

Incorporated

  • Switzerland

Locations

  • Zurich

Top 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.


11-50


-


2007


  • Owned by management
  • Clients are also owners


Belgium


  • Brussels
  • London
  • New York


  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland


-


-

Client
Focus

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

Serves also

  • Law firms

Number

–



  • Multi-family offices
  • Individual wealth owner
  • Banks


  • 145 clients
  • +5000 users

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


  • Governance
  • Stakeholder communication & Collaboration
  • Document management
  • Board management


  • Meetings & events management
  • Document management
  • Electronic signatures & workflows
  • Secure communication & collaboration
  • Audit trails & analytics


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


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


SaaS


  • 24×7 monitoring
  • Denial of service protection
  • Web application firewalls
  • Virus and malware scanning
  • Automated patch management
  • Data encryption at Rest
  • Cloud based redundancy including backups
  • Strictly controlled access protocols
  • 24×7 surveillance and monitoring
  • Two-factor authentication requirements


  • Custom-built


  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar


Yes