Sage vs Orca

You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Sage Intacct

Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

ORCA

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.

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

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

Law firms

–

Product

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

Technology

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

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