Trusted Family vs Orca Comparison

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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.

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orca, family office software, portfolio management software, consolidated reporting software

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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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


-


$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

  • 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.