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
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

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


-


$30M

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Banks

Number

-


Single family offices


  • Multi family offices
  • Financial advisors
  • UHNWIs


-

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

Simple solutions for complex times.