PaxFamilia 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
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Abbove

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, 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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Company
Employees

  • 11-50

Revenue

  • $2 million

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation

Incorporated

  • Belgium

Locations

  • Brussels

Top markets

  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco

Total AUM

  • $100 billion+

Avg. AUM per client

-


  • 0–20


–


  • 2017


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


  • Switzerland


  • Zurich


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


-


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

Client
Focus

  • Multi-family offices

Serves also

  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries

Number

  • 900+ advisors
  • 26k+ families (end-users)


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


  • Law firms


–

Product
Main tasks

  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator

Top features

  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart 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

-

Integrations

  • API
  • File integration framework
  • Banking aggregation
  • File upload

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