PaxFamilia vs Orca Comparison

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PaxFamilia

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, 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 5 Markets

  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco
Total AUM

  • $100 billion+
Avg. AUM per client

-


  • 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

-


  • $30 million
Client
Focus

  • Multi-family offices
Serves also

  • Single-family offices
  • Banks
  • Insurance brokers
  • Independent financial advisors
  • Registered investment advisors
Number

  • 900 advisors
  • 21k+ families (end-users)

Single-family offices


  • Multi-family offices
  • Financial advisors
  • Individual wealth owners

-

Product
Main tasks

  • Consolidated Reporting
  • Data Aggregation
  • Succession 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
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