sign inPaxFamilia vs Orca Comparison
You are looking for alternatives to PaxFamilia. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
PaxFamilia
Category
Consolidated Reporting
Belgium's PaxFamilia helps patrimonial advisors to serve their clients with a holistic and structured approach to their global wealth through their platform. By facilitating the aggregation of the family office's global wealth in one secured platform, professionals can work and collaborate more efficiently.
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Orca
Category
Consolidated Reporting
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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Employees
11-50
Revenue
$1M
Founded
2017
Ownership
- Owned by management
- Key staff also have ownership
- Owned by a larger corporation
Incorporated
Belgium
Locations
Brussels
Top 5 Markets
- France
- Luxembourg
- Belgium
- Switzerland
Total AUM
$80B
Avg. AUM per client
$5M
0-10
-
2017
- Owned by management
- Key staff also have ownership
- External investors (neither clients nor staff)
Switzerland
Zurich
- Germany
- Liechtenstein
- Switzerland
- United Kingdom
- Austria
-
$30M
Client
Focus
Multi-Family Offices
Serves also
- Single-Family Offices
- Financial advisors
- Banks
- Insurance Brokers
- Financial Planners
- Fiduciaries
- Estate Planners
- Asset Managers
Number
32
Single family offices
- Multi family offices
- Financial advisors
- UHNWIs
-
Product
Main tasks
- Consolidated Reporting
- Data Aggregation
- Succession Simulator
- Custom Reporting
- Financial planning tool
- Digital Vault
Top features
- Family Structure
- Asset Inventory
- Donation Inventory
- Ownership Framework
- Digital Vault
- Financial Planning Tool
- Succession Simulator
- Reporting Tool
- Third Party Access
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- Insurances
- Companies
- Liabilities
Compliance
GDPR
Whitelabel
Yes
- 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
SaaS
Security
- ISO 27001 certified by Summer 2021.Protection
- SSL protocol data encryption
- Access account is protected by a double SMS authentication system
- Vulnerability Tests
- Third Party Security Assessment reports
Ecosystem
Web
Integrations
None
Mobile App
No
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