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
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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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

-


  • 0–20


–


  • 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

Serves also

  • Multi-family offices
  • Individual wealth owner
  • Banks

Number

  • 145 clients
  • +5000 users


  • Single family offices
  • Multi-family offices
  • Trust companies
  • Corporations
  • Investment companies


  • Law firms


–

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

In the media

private wealth magazine
nasdaq
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