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
Category
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.
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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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- 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
- Yes
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
-
- No
