Orca
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
Orca is a modern governance software that makes talking about wealth easy. Whether it’s between clients and advisors, or amongst family. We are powering productive discussions about wealth structuring, succession planning, tax and compliance, family reporting and much more.
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."
Gregor Feichtinger
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 5k
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 0–10
Founded
- 2017
Ownership
- Owned by management
- Key staff also have ownership
- External investors (neither clients nor staff)
Incorporated
- Switzerland
Locations
- Zurich
Top 5 Markets
- Germany
- Liechtenstein
- Switzerland
- United Kingdom
- Austria
Avg. AUM per client
- $30 million
Focus
Single-family offices
Serves also
- Multi-family offices
- Financial advisors
- Individual wealth owners
Swisspartners (MFO)
Lead (SFO)
Gregor Guggisberg (UHNWI)
Jura Trust
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
Wondering how Orca compares to other companies?
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