WIZE by TeamWork vs Orca
You are looking for alternatives to WIZE by TeamWork. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
WIZE by TeamWork
Category
Portfolio Management
This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.
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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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Employees
- 1000+
Revenue
-
Founded
- 2010
Ownership
- Owned by management
- Key staff also have ownership
Incorporated
- Switzerland
Locations
- Geneva
- Luxembourg
- Montréal
- Singapore
- Zurich
Top markets
- Switzerland
- Singapore
- Luxembourg
- United Kingdom
- France
Total AUM
- $120 billion
Avg. AUM per client
- $600 million
- 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
- Financial advisors
Serves also
- Single-family offices
- Multi-family offices
- Fund managers
- Banks
Number
- 8 banks
- 100 family offices/advisors/fund managers
- Single family offices
- Multi-family offices
- Trust companies
- Corporations
- Investment companies
- Law firms
–
Product
Main tasks
- Data aggregation
- Accounting
- Consolidated reporting
- CRM
- Governance
- Compliance
- Portfolio management
- Trading (order only)
- Risk management
Top features
- Consolidated reporting
- CRM/KYC
- Document management
- Trading (FIX or PDF)
- Compliance (AML, MiFID2, FinSA, FIDLEG)
- Risk management
- Performance management
- Fees invoicing and controlling
- E-banking & mobile app
- Profitability
- Multi-custodian data feeds
Assets supported
- All financial assets
- Private equity
- Real estate
- Rare collectibles
- Loans
- Mortgages
- Insurances
- Credit cards
Compliance
- MiFID II
- FinSA/FinIA
- UCITS
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
- Serviced software
- SAAS
- Fully standalone
Security
- 2 factors authentication
- SSL encrypted connection
- Industry standard back-ups rolling plan (DRP & BCP tested plans)
- Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
- ISO 27001 certified
Ecosystem
- Java
- Linux
Integrations
- Refinitiv World-Check
- ELO (workflows)
- Investment Navigator (mutual funds selection)
- Regnology (CRS, Fatca, Tax reporting)
- FinQuartz (news)
- Performance Watcher (peers comparison)
- Credit Suisse (product risk classification)
- Other software on request
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
