Orca vs Way2B1 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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WAY2B1

Way2B1

Category
Governance

Operating out of the USA, Way2B1's innovative systems facilitate decision making, create institutional memory, and ensure information continuity across real-world domains. Dedicated resources are allocated to onboarding, and insights are shared throughout the process into building alignment among key stakeholders.

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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


–


  • 2015


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


  • United States of America


  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland


  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada


-


-

Client
Focus

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

Serves also

  • Law firms

Number

–


  • Single-family offices


  • Individual wealth owners
  • Banks


-

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
  • Accounting
  • Impact/ESG reporting
  • Family office operations


  • Collaboration with anyone  across the globe
  • Secure, single point of access to important information across family operations
  • Keep a variety of information current, organized and accessible from anywhere
  • Submission of documents in a secure manner & and automatic backups
  • Control of expenditures, investments, philanthropic goals and more.
  • Consolidation communication, documentation, and due diligence
  • Highly customizable approval processes that adapt to workflows
  • Management of repairs and projects
  • Scheduling of preventative maintenance ahead of time
  • Checklists


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


  • GDPR
  • SOC 2
  • Type 2


  • No

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


  • SOC 2
  • Type 2
  • Certified
  • Client data ownership
  • Multifactor authentication
  • End-to-end encryption
  • Single tenant virtual private cloud
  • Regular 3rd party security audits
  • Segmented network infrastructure
  • Annual employee security training


  • Linux


  • Quick Books Online
  • Google Drive
  • Google Suite


  • Yes

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