sign inTrusted 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
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.
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Orca
Category
Consolidated Reporting
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
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
-
$30M
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
- UHNWIs
-
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
- 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