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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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.

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Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

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

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.

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