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.
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)
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
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