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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Contact ORCA directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
Simple ("Promoter") is not a current client of a ORCA. Promoter will receive cash compensation for referrals to ORCA. Click here to read the full disclaimer.
Simple ("Promoter") is not a current client of a ORCA. Promoter will receive cash compensation for referrals to ORCA. Click here to read the full disclaimer.
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
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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
Latest News from ORCA
Stay up to date with the latest news and developments
There are no news items related to ORCA at this moment.
FAQs
FAQs about ORCA
What is ORCA?
ORCA is legal entity and asset overview tool.
What does ORCA do?
It helps businesses glean, visualise and share legal, tax and compliance data.
How does ORCA work?
It uses an intelligent, automated, one-of-a-kind approach to organise assets, liabilities, legal entities, key contacts, and documents in an orderly fashion.
Disclaimer
1. Simple (”Promoter”) is not a current client of ORCA.
2. The Promoter and ORCA have entered into a separate written agreement (the “Agreement”), pursuant to which the Promoter refers potential investment advisory clients to ORCA. The Promoter will receive a fee for each introduction it makes to ORCA.
3. You are not paying any fee directly to Promoter for referral services, and ORCA has not increased its fees to any firm to facilitate its payment of compensation to Promoter.
4. The Promoter has an incentive to solicit or refer you to ORCA, or to indicate its approval, support, or recommendation of ORCA or any of its directors, officers, principals, or employees, because the Promoter receives a fee for every introduction it makes to ORCA.
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