Orca

Get the perfect legal entity & asset overview tool.

Orca is a Swiss-based asset and wealth overview software company that helps hundreds of Family Offices, Trusts, and Investment Companies in managing crucial information of their legal entities, private equities, real estate, and other assets. The Software enables a fast and intelligent way to draw and visualize investment structures (via structure charts), consolidate any family and investment-related key data, calculate high-level net wealth, securely store documents, administer legal, tax, and compliance matters and automatically receive checks on whether data and documents are up-to-date and ready to be shared with external partners.

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What type of family office are you?

What is your total AUM?

Where are you based?

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What sets Orca apart?

"We want to make wealth accessable and therefore we use clear, familiar visualisations to ensure everyone can understand everything. No explanation needed."

Product

Get an overview of what this software does.

Main tasks

  • Consolidated reporting
  • Compliance
  • Governance
  • Data aggregation

Top features

  • Structured charts
  • Automated way of forwarding documents via Email into software
  • Balance sheet in a simple format
  • Collaboration of readers and editors

Assets supported

  • Private equity
  • Bankable assets
  • Real estate
  • Rare collectibles

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

  • SaaS

Security

  • 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

Ecosystem

  • Own software ecosystem

Mobile App

  • No

Type of data

  • Holding level

Accuracy

  • Daily reconciliation with custodians
  • GAP Analysis

Multi-currency

  • Set multiple base currencies
  • Holding/position data, based on transaction data

Cost structure

  • Flat fee
  • Seat based

Average cost p.a.

CHF 10k

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 0–20

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)

Incorporated

  • Switzerland

Locations

  • Zurich

Top markets

  • Switzerland
  • United States of America
  • Liechtenstein
  • Germany
  • Hong Kong

Avg. AUM per client

  • According to our high-security standards, ORCA can not access
    and see client data.

Focus

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

Serves also

  • Law firms

Number

HASSO PLATTNER FOUNDATION (SFO)
NADIMCO (Trust)
MAESTRO FINANCIAL SOLUTIONS (MFO)
LEAD (Investment company)
LMM (Investment company)
ACTUSAG (Tax/Law firm)
GENRICH (MFO)
FIDINAM (Trust)
KOHLI & URBACH (Law Firm)
MJ & CIE (MFO)
ESGTI (Investment company)
EURO TREUHAND (Trust)
LMG (Trust)
DDM (Investment company)
RIGI (SFO)
SWISSPARTNERS (MFO)
FLEX CAPITAL (Investment company)

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Support & Services

Learn what support and services you can expect

Support options

In person on site support
General contact mail or phone

Pricing of support

Free support

Onboarding

Strongly depends on the complexity of a client (can be between half a day and a week)

Customisation

Colours and logos

Added services

Data entry

FAQs

FAQs about Orca

Q
What is Orca?
A
Orca is legal entity and asset overview tool.
Q
What does Orca do?
A
It helps businesses glean, visualise and share legal, tax and compliance data.
Q
How does Orca work?
A
It uses an intelligent, automated, one-of-a-kind approach to organise assets, liabilities, legal entities, key contacts, and documents in an orderly fashion.
Simple solutions for complex times.