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Orca

Orca

Category
Consolidated Reporting
HQ
Switzerland

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 aboutWealth 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.”

Key Company Info

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

Company

Facts about the company

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

$30M

Clients

Facts about the clients

Focus

Single family offices

Serves also
  • Multi family offices
  • Financial advisors
  • UHNWIs
References

Swisspartners (MFO)
Lead (SFO)
Gregor Guggisberg (UHNWI)
Jura Trust

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

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

Technology

Look under the hood

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

Reporting-specific features

They handle reporting like this

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
Pricing & Co

Learn about the commercials

Cost structure
  • Flat fee
  • Seat based
Average cost p.a.

CHF 5k

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

Bespoke development

Not yet, but open to discuss if there is a need

Added services

Data entry

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