STP Investment Services vs Orca
You are looking for alternatives to STP Investment Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
STP Invesment Services
Category
Technology provider
USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.
Read moreOrca
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.
Read moreCompany
Employees
100-500
Revenue
-
Founded
2008
Incorporated
-
Locations
West Chester, PA, USA & Bangalore, India
Top 5 Markets
United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
Key staff also have ownership, External investors (neither clients nor staff)
- 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
Secondary focus
Individual wealth owners, Single family offices, Multi-family offices, Investment & Financial Advisors (RIAs/IFAs), Fund managers, Banks
-
- Single family offices
- Multi-family offices
- Trust companies
- Corporations
- Investment companies
- Law firms
–
Product
Main Tasks
Accounting
Consolidated Reporting
Data Aggregation
Portfolio & Cost Analysis
Portfolio Management
Intra-Family Loans
After-tax performance reporting
Top features
Ability to White-label
Custom Development Service
Custom Reports
Full Multi-Currency Support
Assets supported
Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Bankable or Financial Assets & Funds
Cash & Equivalents Commercial
Commodities
Cryptocurrency
Developed Markets
Developing Markets
Digital Assets & Crypto Currency
Direct Private Equity
Equities
Fixed Income
Foreign Exchange
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Private Equity
Private Equity & Direct Investments
Private Equity Funds
Real Estate
REITS
Residential
Venture Capital
Warehousing & Industrial
Compliance
-
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, Serviced software
Ecosystem
-
Integrations
Salesforce, Microsoft Dynamics, Canoe
Mobile App
Yes
-
- 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