Trusted Family vs Orca
You are looking for alternatives to Trusted Family. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Trusted Family
Category
Advisors
Trusted Family is the world’s leading digital platform for family businesses and family offices, designed to secure sensitive information, streamline communication, and facilitate decision-making. Beyond technology, we empower 200+ families with data-driven insights, expert knowledge, and access to an exclusive community of international, like-minded peers connecting virtually and in person.
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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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Employees
- 11-50
Revenue
-
Founded
- 2007
Incorporated
-
Locations
- Brussels (Belgium),
- Lisbon (Portugal),
- Austin, TX (USA)
Top 5 Markets
- United States of America,
- United Arab Emirates,
- Belgium,
- France,
- Mexico
Total AUM
-
Avg. AUM per client
-
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
- Single-family offices
Secondary focus
- Single-family offices,
- Multi-family offices,
- Family businesses,
- Software and technology providers
-
- Single family offices
- Multi-family offices
- Trust companies
- Corporations
- Investment companies
- Law firms
–
Product
Main Tasks
- Advisors,
- Artificial Intelligence,
- Client Portal
- Engagement Platform,
- Governance,
- Security & Risk
- Technology Provider
Top features
- Transparency,
- Mobile App,
- Other Services
Other features
- End-to-end encryption,
- Advanced access controls (granular permissions and role based access),
- Compliance standards (GDPR, SOC 2, and SOC 3),
- Two-factor authentication,
- Daily backups,
- Secure document storage,
- Private & shared vaults,
- Digital signatures,
- Customizable watermarks,
- Dedicated spaces for collaboration and family engagement,
- Member directory,
- Newsfeed & posts,
- Chat,
- Task management,
- Surveys & forms,
- Notifications,
- Meeting notes,
- Third-party integrations (Zoom, Dropbox, Google Drive and Calendar, One Drive),
- Event planning (incl. RSVP management and date picker),
- Shared calendars,
- Meeting templates,
- Family tree,
- Members directory,
- Engagement metrics (platform usage and participation levels),
- Activity reports (track tasks, document views, etc.), Data-driven insights (support informed decision making)
Assets supported
- Other
Compliance
- GDPR
- SOC2 & 3 ready
Whitelabel
- No
Customisation
- 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
Ecosystem
-
Integrations
- Zoom,
- Dropbox,
- Google Drive and Calendar,
- One Drive
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