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
Go back to PaxFamilia
Pax Familia

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.

Read more
orca, family office software, portfolio management software, consolidated reporting software

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.

Read more
Company
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

Simple solutions for complex times.