Trusted Family vs Orca Comparison

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
Go back to Trusted Family
Trusted Family

Trusted Family

Category
Governance

Belgium's Trusted Family platform serves global family businesses with a single, secure and centralized governance platform, enabling directors, shareholders and family members to connect anytime, anywhere. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise.

Read more
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.

Read more
Company
Employees

11-50

Revenue

-

Founded

2007

Ownership

  • Owned by management
  • Clients are also owners
Incorporated

Belgium

Locations

  • Brussels
  • London
  • New York
Top 5 Markets

  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland
Total AUM

-

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

Single-Family Offices

Serves also

  • Single-Family Offices
  • Multi-Family Offices
  • Individual Wealth Owner
  • Banks
Number

  • 145 clients
  • +5000 users

Single-family offices


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

-

Product
Main tasks

  • Governance
  • Stakeholder Communication & Collaboration
  • Document Management
  • Board Management
Top features

  • Meetings & Events Management
  • Document Management
  • Electronic Signatures & Workflows
  • Secure Communication & Collaboration
  • Audit Trails & Analytics
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
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

  • 24×7 monitoring
  • Denial of Service protection
  • Web Application Firewalls
  • Virus and Malware scanning
  • Automated Patch Management
  • Data Encryption at Rest
  • Cloud based redundancy including backups
  • Strictly controlled access protocols
  • 24×7 surveillance and monitoring
  • Two-factor authentication requirements
Ecosystem

Custom-built

Integrations

  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar
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
Simple solutions for complex times.