Alternatives to ORCA

Compare ORCA alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ORCA in 2026. Compare features, ratings, user reviews, pricing, and more from ORCA competitors and alternatives in order to make an informed decision for your business.

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    Native Teams

    Native Teams

    Native Teams

    Native Teams is a global platform that enables businesses to hire, onboard, pay, and manage international teams in 85+ countries without the need for local entities. Trusted by 3,000+ businesses worldwide, Native Teams handles global hiring bureaucracy, allowing companies to scale globally with confidence. Our key services include: • Employer of Record (EOR): We act as the legal employer to handle contracts, payroll, taxes, and benefits in compliance with local laws • Gig Pay: A solution designed for businesses that want to pay gig workers quickly, securely and across borders • Entity Management: We support legal entity setup and ongoing compliance for businesses establishing operations abroad • Contractor Pay: Multi-currency payments and tax-compliant contractor management simplified on one platform • Contractor of Record: We manage contractor contracts and legal obligations to minimise risk • Relocation services: Assistance with work permits and visas; available with EOR plan
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    Orca Security

    Orca Security

    Orca Security

    Designed for organizations operating in the cloud who need complete, centralized visibility of their entire cloud estate and want more time and resources dedicated to remediating the actual risks that matter, Orca Security is an agentless cloud Security Platform that provides security teams with 100% coverage their entire cloud environment. Instead of layering multiple siloed tools together or deploying cumbersome agents, Orca combines two revolutionary approaches - SideScanning, that enables frictionless and complete coverage without the need to maintain agents, and the Unified Data Model, that allows centralized contextual analysis of your entire cloud estate. Together, Orca has created the most comprehensive cloud security platform available on the marketplace.
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    Filejet

    Filejet

    Filejet

    Create new formations in all 50 states, and Filejet will submit the required documents and fees on your behalf. Add existing entities you manage onto the Filejet platform individually or in bulk. We’ll notify you of upcoming due dates, and give you the ability to pay fees to states from within the platform. Managing compliance across multiple jurisdictions, submit documents and pay fees to each state from within Filejet. In addition to sending you reminders around key due dates, complete compliance tasks directly on Filejet. Add collaborators to each entity you manage, share and send key information. Simplify your workflow, file, and manage or automate all of your business entities and clients in a single platform. Never miss another deadline for filing or paying a fee in any state with our automated reminders.
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    ContractZen

    ContractZen

    ContractZen

    Secure governance software with advanced contract management, board meeting management, entity management, e-signature, and virtual data rooms (VDR). Loved by hundreds of customers in over 30 countries, ContractZen is your number one solution for effective corporate governance, due diligence readiness, and peace of mind. • Contract Management: Easy-to-use contract repository with AI-powered search capabilities, and automatic and recurring email reminders. • Board Portal: 100% paperless and securely managed meeting process from assembling the meeting to creating, approving, and e-signing the minutes. • Entity Management: Effortlessly managed corporate records with a clearly visualized organizational structure and extensive search capabilities. • Virtual Data Room: Immediate readiness for due diligence during e.g., M&A and audits with secure file sharing, robust access rights management, and dynamic indexing.
    Starting Price: $9.50/month/user
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    DiliTrust

    DiliTrust

    DiliTrust

    DiliTrust is a global leader in AI-powered SaaS solutions that empower in-house legal departments to drive strategic value across the business. By redefining how legal teams lead, DiliTrust sets a new standard for clarity, control, and confidence in corporate governance. The DiliTrust Suite unites every core area of legal activity, from contract lifecycle and entity management to board meetings and matter management, in one secure and intuitive platform designed to simplify and strengthen legal operations. Trusted by more than 2,500 organizations in over 60 countries, DiliTrust operates across key regions including Canada, Dubai, France, Germany, Italy, Mexico, Spain, and the United States. Anchored by simplicity, innovation, and security, DiliTrust equips legal departments to lead with confidence in an increasingly complex world.
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    Allvue

    Allvue

    Allvue Systems

    Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
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    SonicWall Cloud Edge Secure Access
    SonicWall Cloud Edge Secure Access is built to respond to the anytime, anywhere business world, whether on-prem or in the cloud. It delivers simple network-as-a-service for site-to-site and hybrid cloud connectivity with Zero-Trust and Least Privilege security as one integrated offering. With more remote workers than ever needing secure access to resources in the hybrid cloud, many organizations need to look beyond traditional perimeter-based network security. Companies can respond to the widening attack surface and stop the lateral movement of internal or external threats by using SonicWall’s fast, simple and cost-effective Zero-Trust and Least Privilege security approach. Cloud Edge Secure Access, in partnership with Perimeter 81, prevents unauthorized users from accessing and moving through the network and gives trusted users only access to what they need. Authenticate any one, any device and any location quickly and easily.
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    Orca Health

    Orca Health

    Orca Health

    At Orca Health, we’re building the healthcare experience of the future: one in which supported, quality care is accessible for all patients. Exceed expectations and improve outcomes with Orca Health. Access a curated selection of best-practice products supported by digital tools designed to enhance patient education, engagement, and experience. Enhance understanding and inspire confidence in care with Orca’s multi-sensory patient education content. Orca utilizes original, animated and interactive content to educate and engage patients in their care and recovery. With Care Pathways, you can consistently empower your patients with tools that facilitate meaningful patient engagement and enhanced patient experience. Our digital platform enhances understanding and communication on both sides of the care ecosystem. Your patients will be informed, supported, and connected while you keep a pulse on understanding, compliance, and satisfaction.
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    HeyOrca

    HeyOrca

    HeyOrca

    Plan & schedule all of your clients’ posts from one place with HeyOrca’s collaborative social media scheduling tool for agencies. Effortlessly plan & schedule social media posts directly from HeyOrca. What you see is what your clients get! HeyOrca’s visual Post Editor shows you and your clients exactly how posts will appear on the social networks you’re publishing to. You and your clients can visualize all your scheduled content from the calendar view. Publish scheduled posts directly to Facebook, Instagram, Twitter, LinkedIn, Google My Business, and Pinterest! Every brand you manage comes with its own dedicated social media calendar, media library, and user permissions. You can easily flip between clients from the HeyOrca dashboard. All it takes is a couple of clicks to copy posts across multiple social channels. In a matter of seconds you can copy and customize posts for every channel you manage.
    Starting Price: $99 per month
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    ORCA

    ORCA

    Geothentic

    ORCA is a GPS locator and fleet manager that allows you to track your vehicles and trucks so that you always know where they are. ORCA is an all-in-one solution that adjusts to meet your needs, whether you want to monitor your employees, limit vehicle wear and tear, or reduce your fuel consumption and environmental impact. ORCA is a little green box that can be installed in any vehicle. The system uses cellular communication networks to transmit all of the information the fleet owner requires. In fact, owners have the option of customizing the management and geolocation tool by specifying their own monitoring criteria. How can ORCA be used for vehicle fleet management and GPS location?
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    ORCA

    ORCA

    Adtec

    ORCA is an extremely flexible platform, equally at home with ledger management as with very large volume debt collection. The product is client / server-based and utilizes SQL Server as the back-end data repository. This makes it very scalable and can be configured to replicate across multiple sites for disaster recovery compliance. The frontend screens are written in Microsoft visual studio which makes it very easy for us to develop integrations into other windows products. We also have an API available for developers wishing to communicate with Orca from other third-party products. We also have an API available for developers wishing to communicate with Orca from other third-party products. Modern look and feel. Customizable account screens. Easily add your own additional fields to the system. Create your own data import routines. Drag and drop workflow designer. Automated direct debit processing. PCI-DSS compliant card processing.
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    Orca

    Orca

    Orca by Cortez Labs

    Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.
    Starting Price: $10,000 Annually
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    iPaladin

    iPaladin

    iPaladin

    iPaladin is a secure, cloud‑based digital family office operating system designed to manage the entire lifecycle of complex, modern single‑ and multi‑family offices. Its closed‑loop architecture offers military‑grade, zero‑trust security, where documents, messages, actions, and user permissions are strictly controlled and protected. With patented SmartRecords technology, iPaladin integrates document and services workflows into one unified system, enriching documents with dynamic governance logic, relationships to entities or tasks, and immutable blockchain‑inspired audit trails. It includes 150+ pre‑built process templates (Services SmartRecords) for automating recurring operations, such as compliance, tax, trust administration, and scheduling, ensuring consistency, accuracy, and lifecycle management of key tasks. Users can define customized workflows and dashboards to structure entity‑people‑asset relationships, automate project tasks, and consolidate communication.
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    Orca ERP

    Orca ERP

    Timecost Solutions (TCS)

    With a suite of dynamic modules, rich in functionality and features, that can cater to and grow with most small to medium size enterprises, Orca ERP is your perfect ally when it comes to streamlining and managing every facet of your growing business. From 1 to 1000 simultaneous users, Orca ERP is ideal for mid-sized organisations that require total data integrity and security to provide appropriate levels of access for all users across the business. The heart of the software is a fully transaction-based object design which supports multi-company, multi-consolidation and multi-currency with fully integrated modular and functional workflow.
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    Orca Scan

    Orca Scan

    Orca Scan

    Barcode scanner app for iOS and Android. Orca Scan is a no-code barcode system; add/remove fields to build the barcode system you want. Orca Scan is device-agnostic; get started with smartphones, add enterprise barcode scanners when needed. Add fields, synchronize data, configure 100s of devices remotely from any web browser. No complex APIs, live-sync with Microsoft Excel and Google Sheets or connect directly to your system using simple HTTP requests. The Inventory Tracking template turns Orca Scan into an inventory barcode scanner app that can be installed on any iOS or Android-based device, including enterprise barcode scanners from Datalogic, Honeywell, Zebra etc. It contains all the required fields to rollout an inventory management system in minutes. Additional fields can be added to capture more information as needed. You can now share your sheet with teammates, allowing them to search your inventory or scan items into and out of stock from any device.
    Starting Price: $20 per month
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    ORCA

    ORCA

    ORCA

    Orca is a unified fund management platform designed specifically for venture capital and private equity firms to automate and streamline core fund workflows in a single system, replacing manual processes and disparate tools with connected end-to-end capabilities that improve efficiency and insight. Built with input from dozens of VC firms, Orca centralizes investor relations and onboarding through a modern digital LP portal and automates subscription workflows, portfolio performance tracking, fund performance analytics, prediction models, market analysis, financial statements, and customized reporting dashboards that support data-driven decisions and help firms monitor key performance indicators in real time. It also includes secure data rooms for organizing and sharing critical documents with prospective investors, integrates investor and portfolio company data to produce detailed performance views, and delivers tailored dashboards.
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    SharkStriker

    SharkStriker

    SharkStriker

    SharkStriker is an ISO27001-certified cybersecurity company offering human-led holistic security services. We were founded with the sole purpose of solving industry challenges like skill shortage, non-compliance and managing multiple vendors for cybersecurity. The name SharkStriker was inspired by the orca whales that even sharks are afraid of. They intend to be the orca whales of the digital ocean, protecting businesses from the sharks of cyberspace. We offer a gamut of industry-specific tailored cybersecurity solutions and services such as: 360-degree cybersecurity posture assessment Managed Detection and Response SIEM as service SOC-as-service IoT and Cloud Security assessment and augmentation VAPT services Compliance management for regulatory and global regulations like:- GDPR PCI-DSS ARAMCO SAMA ISO 270001 NEST and more. By having a team of threat experts working at the ground level with enterprises across industries.
    Starting Price: $9.99/month
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    Group Vision Web

    Group Vision Web

    Askival Systems

    Group Vision Web is innovative software for legal entity management. Additionally, our software incorporates document management functionality as well as a very powerful group charting tool. The software helps organisations comply with internal and legislative requirements and to share legal entities’ data (capital, shareholder and shareholding structure, powers of signature, directors and other representatives, etc.) in an efficient and consistent way. Because our solution is highly configurable and jurisdiction-independent, it caters to the needs of organisations of different sizes, locations and ownership structures.
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    Diligent Entities
    Diligent Entities enables organizations to centralize and manage their corporate subsidiary data management to simplify entity governance throughout the entire organization improving compliance and mitigating risk. Diligent Entities helps organizations to centralize, manage and effectively structure their corporate record to improve entity governance to better ensure compliance, mitigate risk and improve decision making through an integrated governance solution. Store entity information, documents and organizational charts in a highly secure format to create a single source of truth. Manage the ongoing accuracy of the corporate record using compliance calendars, reminders and workflows for better data. Surface the right information, to the right people at the right time in order to complete routine business processes. Report on governance and compliance requirements and electronically file statutory forms into global regulatory bodies.
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    Orca Inventory

    Orca Inventory

    Orca Inventory

    With our fully integrated state-of-art restaurant inventory software, you can automate the inventory and ordering processes and save thousands of dollars in the process. You’ll notice an immediate boost in accuracy, accountability and ease of operations. With 20+ years of restaurant management experience and a team of dedicated like minded individuals, Orca Inventory was created. Its purpose was to keep tasks simple so any user could learn the system quickly while sharing good standard inventory and ordering practices. It was designed to operate within the flow of day to day business so the users wouldn’t need to change operational procedures, only enhance them. Patent Pending Algorithm for Industries Most.
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    ColorTokens Xtended ZeroTrust Platform
    The cloud-delivered ColorTokens Xtended ZeroTrust Platform protects from the inside out with unified visibility, micro-segmentation, zero-trust network access, cloud workload and endpoint protection. Visibility across on-premise & multiclouds. Micro-segment for cloud workload protection. Stop ransomware from owning your endpoints. See all communication between processes, files, users, applications, and workloads. Identify security gaps with built-in threat and vulnerability assessment. Simple and faster time-to-compliance (for HIPAA, PCI, GDPR). Easily create ZeroTrust Zones™ and drastically reduce the attack surface. Dynamic policies that protect workloads migrating to the cloud. Block lateral threats without cumbersome VLANs/ACLs or firewall rules. Lockdown any endpoint by automatically allowing only whitelisted processes. Block zero day or fileless exploits, and stop communication to C&C servers.
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    Aruba ClearPass

    Aruba ClearPass

    Aruba Networks

    HPE Aruba Networking ClearPass Policy Manager protects your network with policies based on Zero Trust security principles to support hybrid workplace initiatives, IoT devices, and the connected edge. It simplifies access for authorized users and devices with least‑privilege controls, protecting visitors, partners, customers, and employees across Wi‑Fi, wired, and WAN networks with integrated guest portals, device configuration monitoring, and SASE‑aligned Zero Trust security. Integrated Zero Trust security prepares IT teams to implement reliable, role‑based policies for enterprise‑wide Zero Trust enforcement. Its broad partner ecosystem enables seamless integration with existing security technologies, while dynamic, identity‑based traffic segmentation ensures consistent protection across all network environments. HPE Aruba Networking ClearPass Policy Manager helps security teams authenticate, authorize, and enforce secure network access with role‑based and Zero Trust policies.
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    Corporify

    Corporify

    Corporify

    Consolidate all your legal information and documents into a single, accessible location. No more looking at different drives, spreadsheets, and paper books spread across teams and people. Go digital with a share register that includes capital increases, share transfers, distributions, and more. Create org charts to visualize your group structure. Generate reports & legal documents in seconds. No fuss. No worries. Just data you can rely on. Take control of who can access legal data and safely store your information on an encrypted private cloud via ISO27001-certified hosting providers. We know first-hand that successful software migrations rely heavily upon the quality of the data you're working with. That's why we have a team of highly educated and experienced legal professionals at your service. We share best practices and help you to smoothen your legal operations. We can put you touch with our partners for legal advice.
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    MyFO

    MyFO

    MyFO

    MyFO is a cloud‑native, full‑stack wealth‑management platform tailored for family offices and high‑net‑worth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AI‑driven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for real‑time reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, white‑glove onboarding completed in hours and emphasizes clarity and ease of use with real‑time dashboards and entity mapping for complex ownership structures.
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    Comm Screen

    Comm Screen

    ORCA LEAN

    Comm Screen by ORCA LEAN is a real-time shop floor communication software designed for modern smart factories. It enables manufacturers to instantly broadcast alerts, production updates, safety messages, and visual content across multiple screens—TVs, tablets, and monitors—without manual uploads. Ideal for lean-driven operations, Comm Screen enhances team alignment, speeds up problem response, and supports factory digital transformation. With secure, cloud-based management and multi-device access, it eliminates the need for paper-based notices or USB transfers. Whether sharing KPIs, quality issues, or SOP videos, it ensures everyone on the floor is informed and engaged—boosting manufacturing productivity, safety, and real-time visibility across shifts and sites.
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    zetVisions CIM

    zetVisions CIM

    zetVisions

    Legal entity management encompasses corporate investment administration, investment controlling, and investment management. With more and more companies now interconnected, the commercial and strategic importance of legal entity management is only growing. Specialized software solutions can depict changes in the company’s shareholding portfolio and enable company groups to manage and optimize their investment structures. With different departments, subsidiaries, and the company headquarters working together, efficient legal entity management generates a true competitive advantage. The demanding task of legal entity management extends into different departments, usually involving legal, mergers and acquisitions, taxes, finance and controlling, and on occasion even a dedicated legal entity management department. One department often takes a leadership role in the process of legal entity management. Which department that is depends on the group’s organizational structure.
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    Athennian

    Athennian

    Paper Interactive

    Managing legal entities in old software and spreadsheets is hard. Learn why Fortune 1000 and AMLaw 100 law firms trust Athennian to power global entity governance and automate compliance. Athennian + iManage Cloud makes maintaining documents and managing entities even easier by enabling the products within your daily workflows to communicate with one another. Streamline day-to-day processes with our cloud-based workspace, and keep transactions organized so you can focus on growing your revenue. Improve accuracy and manage more entities in less time with access to the same entity information, templates, minute books, and other resources in real-time. Cloud platforms offer the most rigorous security protocols with servers and fail-safes certified to the highest standards. Athennian is SOC 2 Type II certified, providing reliability and peace of mind to organizations across North America.
    Starting Price: $6.45 per month
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    Xcitium

    Xcitium

    Xcitium

    Xcitium is the only unified zero-trust cybersecurity platform, bringing zero-trust posture all the way from endpoints to the cloud under a single pane of glass. With Xcitium, we protect with detection-less innovation: patented Kernel-level API virtualization. Xcitium reduces the amount of time a threat can maneuver or dwell in your environment, down to absolute zero. Attacks happen in minutes and seconds. However, the impact of an attack does not always occur instantly. It can take some dwell time for an intruder to get a foothold and to execute search and destroy or exfiltration missions. Xcitium intercepts and isolates the attack before any of its impact and intended damage can occur. Equip every endpoint, network, and workload with the latest threat intelligence against cyber threat signatures and payloads. Defense against new or zero-day cyber threats using powerful static, dynamic, and patented behavioral AI.
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    Solana Tracker

    Solana Tracker

    Solana Tracker

    Discover and invest in Solana tokens with unparalleled speed and confidence. Our platform offers: Lightning-fast detection of new memecoins across major Solana exchanges: - Raydium (V4/CPMM) - Pumpfun - Moonshot - Orca Automatic rugcheck feature for enhanced security: - Quickly assess token safety - Make informed investment decisions Advanced wallet tracking: - Monitor multiple wallets - View daily Profit and Loss (PnL) metrics Comprehensive developer tools: - Swap API for seamless token exchanges - Data API for in-depth market analysis - Solana RPC nodes for efficient blockchain interaction Whether you're a trader seeking the latest opportunities or a developer building on Solana, Solana Tracker provides the tools and insights you need to thrive in the ecosystem.
    Starting Price: $2297/month
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    Orca DEX

    Orca DEX

    Orca DEX

    Blazing-fast speed, nearly-zero fees, and human-centered design platform, all in one DEX. ️$0.00001 network fees & <1 sec transaction times. Earn marine-themed collectibles. Built-in price comparison with CoinGecko. Orca is the easiest way to exchange cryptocurrency on the Solana blockchain. Here, you can exchange tokens with minimal transaction fees and lower latency than any DEX on Ethereum, all while knowing that you’re getting a fair price. Additionally, you may provide liquidity to a trading pool to earn a share of trading fees. Of the solutions competing to scale the blockchain ecosystem, Solana's performance stands out: 50,000 TPS, 400ms block times, and $0.00001 transaction fees. What’s more, we've been continually impressed by the value, vision, and engineering chops of the Solana team. For these reasons, we believe that Solana is the best choice to support the next generation of blockchain applications.
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    MinuteBox

    MinuteBox

    MinuteBox

    MinuteBox is a cloud-native legal entity and minute book management platform that helps organizations centralize all corporate records, automate compliance monitoring, and streamline entity administration in one secure system so teams can confidently track filings, manage corporate governance, and stay audit-ready without juggling spreadsheets or disconnected files. It continuously monitors legal entities, calendars, and compliance obligations while offering automated workflows for tasks like company formation, registration renewals, bulk document generation, ownership chart creation, and compliance reminders, and keeps all minute books, ledgers, registers, and cap tables updated and easily accessible from anywhere with enterprise-grade security and granular permissions. MinuteBox’s centralized dashboard, global search, and calendar views give a real-time snapshot of entity status and deadlines, while built-in tools for document assembly, e-signatures, and secure sharing.
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    Remote Safely

    Remote Safely

    EPAM Systems

    Remote Safely is an extra layer of Zero-Trust security for mitigating residual risks associated with nature of remote work. Remote Safely combines multiple security controls such as AI-based risks detection, VDI and SOC workforce capabilities to offer the effective protection from data breaches caused by no- or low-tech attacks, for example, visual hacking. Remote Safely surpasses the current understanding of the zero-trust approach by only allowing access to critical data with continuous identity confirmation using biometric screening of the remote work environment. The solution verifies the identity of the person located in the camera view area via facial biometrics and detects suspicious events in order to protect data from being accessed and viewed by the wrong people. Remote Safely enables businesses to offer greater flexibility to their workforce, allowing their teams to focus on what they do best and trust their data is secure.
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    Harbor Compliance

    Harbor Compliance

    Harbor Compliance

    Entity Manager links to the secretary of state databases, allowing you to monitor where your entities are registered and protect your good standing. Visualize your registrations for each entity on an interactive map. License Manager enables you to easily maintain your licenses and efficiently obtain new licenses. The foundation of License Manager is a nationwide database of requirements that helps keep your licenses up-to-date. Tax Manager streamlines maintaining registrations with federal, state, and local revenue departments. Tax Manager enables you to view where your organization is registered, access key data, store certificates, and track events. Records Manager provides a simple and efficient way to store your corporate records, track ownership and leadership, maintain board meetings, and more.
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    Commenda

    Commenda

    Commenda

    Commenda is an AI‑powered global business console that centralizes entity formation, incorporation, tax compliance, and financial reporting across multiple jurisdictions into a single, intuitive platform. It automates the end‑to‑end lifecycle of global expansion, from setting up subsidiaries and drafting transfer pricing agreements to filing VAT, GST, sales tax, and corporate tax returns, while delivering real‑time dashboards for continuous compliance monitoring, automated reminders for upcoming deadlines, and centralized document management. Built‑in workflows enforce governance controls such as segregation of duties and risk assessment, and API integrations with leading ERP and accounting systems ensure seamless data synchronization, audit trails, and budget‑to‑actual variance analysis. Users can generate standardized filings, custom reports, and cross‑border financial statements without manual spreadsheets, tapping a on‑demand network of local experts for guidance.
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    Copia

    Copia

    Copia

    Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.
    Starting Price: $895 per month
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    Fides

    Fides

    Fides

    Whether you are managing multiple entities as a legal department or in another role, Fides is here to make your life easier by enabling a seamless and digital execution of all your legal duties, while also creating a secure audit trail. Fides is your single source of truth, storing and visualizing all relevant corporate documents. We store data like your bylaws, shareholder KYC info, register excerpts, and committees and make that data actionable via features like an interactive org chart, searchable entities list, cap table, and a timeline of relevant activities across entities. Fides knows everything about the entities’ committees, their members, and their procedural requirements. The software provides a compliant framework for executing and documenting governance-relevant decisions, including legal guidance through templates, next steps, and a catalog outlining decision requirements.
    Starting Price: Free
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    Kube

    Kube

    Kuberno

    Kube by Kuberno is a global legal-entity governance platform built to streamline and centralize the management of corporate entities, officers, shares, compliance data, and related administrative tasks. As a “single source of truth,” it stores up-to-date entity and officer information, integrates via API with HR, legal, finance, and tax systems, and supports unlimited data storage and users with permission-based access. Kube offers configurable workflows to align with a company’s compliance obligations, automates routine processes (such as share allocations/transfers, certificate generation, and entity data updates), and maintains a complete audit trail of every action and change. It enables seamless collaboration between different departments, legal, corporate secretariat (CoSec), compliance, HR, finance, tax, and external auditors, ensuring everyone works from the same version of entity data.
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    F5 BIG-IP Access Policy Manager
    Enable zero-trust access for all apps, legacy and modern, with highly scalable identity- and context-based access controls. Deploy zero-trust model validation based on granular context, securing every app access request. Secure access to apps with a fine-grained approach to user authentication and authorization that enables only per-request context- and identity-aware access. Integrating with existing SSO and identity federation solutions, users can access all their business apps via a single login, regardless of whether the app is SAML enabled or not. Enable social login to simplify access authorization from trusted third-party identity providers like Google, LinkedIn, Okta, Azure AD, and others. Leverage third-party UEBA and risk engines via REST APIs to inform policy-based access controls using the API connector for more layered security. BIG-IP APM is available in all business models including perpetual licenses, subscription, public cloud marketplace, and ELAs.
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    CSC

    CSC

    Corporation Service Company

    Named the Best Entity Management System by readers of the New York Journal, CSC Entity Management is the industry’s most reliable entity management software for corporate legal departments, compliance professionals, and business owners. You’ll get a clear view of your company-wide governance and compliance activities, as well as valuable insight into the health and status of all your entities. Every time you conduct a corporate transaction with CSC’s help—from annual report filings and formations to dissolutions—your entity data and filing documents are automatically added to your online portfolio in CSC Entity Management.
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    EntityKeeper

    EntityKeeper

    EntityKeeper

    EntityKeeper simplifies the way you manage entities, org charts, and filing and compliance requirements across your organization. Our platform enables you to easily access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and create in-depth org charts. Additionally, our Corporate Services eliminates the need to manually govern entity filings, such as forming an entity, annual reporting, corporate documents for closing and more.
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    NeuralTrust

    NeuralTrust

    NeuralTrust

    NeuralTrust is the leading platform for securing and scaling LLM applications and agents. It provides the fastest open-source AI gateway in the market for zero-trust security and seamless tool connectivity, along with automated red teaming to detect vulnerabilities and hallucinations before they become a risk. Key Features: - TrustGate: The fastest open-source AI gateway, enabling enterprises to scale LLMs and agents with zero-trust security, advanced traffic management, and seamless app integration. - TrustTest: A comprehensive adversarial and functional testing framework that detects vulnerabilities, jailbreaks, and hallucinations, ensuring LLM security and reliability. - TrustLens: A real-time AI observability and monitoring tool that provides deep insights and analytics into LLM behavior.
    Starting Price: $0
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    QPLIX

    QPLIX

    QPLIX

    With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers.
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    Nines

    Nines

    Nines

    Nines is the industry‑awarded household and estate management platform for discerning households, family offices, property managers, boutique hospitality, yacht crews, and their private service professionals. With Nines, you can manage properties, people, and projects all in one secure place. Organize property information, keep track of tasks and team members, and ensure the answers you need are always at your fingertips. Assign tasks to household staff and vendors via mobile‑friendly checklists; automate recurring tasks; attach documents, photos, assets, and vendors to tasks; and follow progress in real time. Store and search your household manual, documents, preferences, paint colors, light‑bulb types, and more in one intuitive, searchable system. Empower staff with a digital house manual built from industry‑standard templates, layered permissions, and mentions to connect employees, residents, vendors, assets, and guidelines. 
    Starting Price: Free
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    Cisco Identity Services Engine (ISE)
    A critical component of any zero-trust strategy is securing the workplace that everyone and everything connects to. Cisco Identity Services Engine (ISE) enables a dynamic and automated approach to policy enforcement that simplifies the delivery of highly secure network access control. ISE empowers software-defined access and automates network segmentation within IT and OT environments.
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    TruNtity

    TruNtity

    SG Analytics

    A next-gen entity management software streamlines how financial institutions & banks handle customer data through AI-powered resolution and verification. Designed for regulated environments, it streamlines entity data workflows from resolution to compliance through a secure, API-first architecture. With AI-powered enrichment, real-time corporate action tracking, and detailed audit logging.
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    Asseta

    Asseta

    Asseta.ai

    Asseta is a comprehensive, AI-powered platform designed to streamline the financial operations of family offices, enabling them to manage wealth and accounting with efficiency and clarity. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.
    Starting Price: $32 per month
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    Bizee

    Bizee

    Bizee

    We make incorporating a company as easy as possible, so you can focus on the important things. Beyond free LLC filing, we have a full suite of startup services (like banking and bookkeeping), which means Bizee (formerly Incfile) not only helps you get started, but supports you in your continued success as your one-stop shop. The way we do business has changed. More people travel than ever before, but we still need to stay in touch. Our suppliers, customers, partners and others expect to contact us and get the answers they need. Although email, instant messaging and other technologies make communication easier and faster, there’s no good substitute for traditional snail mail. Our Virtual Address is easy to use, and there are several benefits for you and your business. A single, stable street address you can give to suppliers, banks, customers, government agencies and more.
    Starting Price: $29 per month
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    Scanovate B-Trust
    The design and approval processes of new products in financial services companies can be burdensome due to cumbersome and inefficient internal processes. B-Trust provides a flexible web-based workflow engine to streamline and standardize discussions and approval steps across departments. Apps from our marketplace can support business users by automating the identification of potential risks, for example checking appropriate commission rates. Benefit from a complete identity suite including state-of-the-art onboarding technology. Track the identity lifecycle, managing onboarding, continuance verification, identification and more. Monitor compliance in real-time through key risk indicators and key performance indicators. Integrate with systems of record and third party supply chain through API-first design.
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    Trusted Family

    Trusted Family

    Trusted Family

    Trusted Family is a secure, cloud‑native “family operating system” designed specifically for family businesses and family offices to centralize governance, collaboration, and communication. It offers modular “Spaces” for dedicated project or committee collaboration, private vaults with end‑to‑end encryption and role‑based permissions for secure document sharing, a visual family tree to capture legacy and lineage, and integrated tools for newsfeeds, surveys, events, calendars, and newsletters. It includes smart workflows, such as signature requests, automated reminders, and task assignments, along with real‑time activity insights and analytics. Multi‑factor authentication, SOC 2/SOC 3-ready encryption, GDPR compliance, virus/malware screening, daily backups, and private key architecture ensure top-tier security.
    Starting Price: Free
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    Zentry

    Zentry

    Zentry Security

    Least privileged application access with consistent security for any user, anywhere. Transient authentication provides granular, least-privileged access to mission-critical infrastructure. Zentry Trusted Access provides clientless, browser-based, streamlined zero-trust application access for small to medium-sized enterprises. Organizations see gains in security posture and compliance, a reduced attack surface, and greater visibility into users and applications. Zentry Trusted Access is a cloud-native solution that is simple to configure, and even simpler to use. Employees, contractors, and third parties just need an HTML5 browser to securely connect to applications in the cloud and data center, no clients are needed. Leveraging zero trust technologies like multi-factor authentication and single sign-on, only validated users obtain access to applications and resources. All sessions are encrypted end-to-end with TLS, and each is governed by granular policies.