Way2B1 vs Orca Comparison

You are looking for alternatives to Way2B1. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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WAY2B1

Way2B1

Category
Governance

Operating out of the USA, Way2B1's innovative systems facilitate decision making, create institutional memory, and ensure information continuity across real-world domains. Dedicated resources are allocated to onboarding, and insights are shared throughout the process into building alignment among key stakeholders.

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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
Founded

  • 2015
Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
Incorporated

  • United States of America
Locations

  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland
Top 5 Markets

  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada
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

  • Individual wealth owners
  • Banks
Number

-


Single-family offices


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

-

Product
Main tasks

  • Governance
  • Accounting
  • Impact/ESG reporting
  • Family office operations
Top features

  • Collaboration with anyone  across the globe
  • Secure, single point of access to important information across family operations
  • Keep a variety of information current, organized and accessible from anywhere
  • Submission of documents in a secure manner & and automatic backups
  • Control of expenditures, investments, philanthropic goals and more.
  • Consolidation communication, documentation, and due diligence
  • Highly customizable approval processes that adapt to workflows
  • Management of repairs and projects
  • Scheduling of preventative maintenance ahead of time
  • Checklists
Assets supported

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

  • GDPR
  • SOC 2
  • Type 2
Whitelabel

  • No

  • 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

  • SOC 2
  • Type 2
  • Certified
  • Client data ownership
  • Multifactor authentication
  • End-to-end encryption
  • Single tenant virtual private cloud
  • Regular 3rd party security audits
  • Segmented network infrastructure
  • Annual employee security training
Ecosystem

  • Linux
Integrations

  • Quick Books Online
  • Google Drive
  • Google Suite
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
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