Orca

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

Play video

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

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

Cookie	Duration	Description
__hssc	30 minutes	This cookie is set by HubSpot. The purpose of the cookie is to keep track of sessions. This is used to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (increments each pageView in a session), and session start timestamp.
bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
lang		This cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidc	1 day	This cookie is set by LinkedIn and used for routing.

Cookie	Duration	Description
__hstc	1 year 24 days	This cookie is set by Hubspot and is used for tracking visitors. It contains the domain, utk, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_gat_gtag_UA_428085_65	1 minute	This cookie is set by Google and is used to distinguish users.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
Albacross - Cookie ID	1 year	The domain of this cookie is owned by Albacross. It is used as a analytical tools to identify the potential customers by setting a unique Id for the customers. The session Id is used to implement the preference choice made by the customer upon their re-visit.
Albacross - Visit ID	30 minutes	Sets a unique ID for a specific visitor. This ID can be used to recognize the visitor upon re-entry and implement any preference choices made. The cookie also allows the website to track the visitor on multiple websites for marketing purposes.
hubspotutk	1 year 24 days	This cookie is used by HubSpot to keep track of the visitors to the website. This cookie is passed to Hubspot on form submission and used when deduplicating contacts.

Cookie	Duration	Description
bscookie	2 years	This cookie is a browser ID cookie set by Linked share Buttons and ad tags.
personalization_id	2 years	This cookie is set by twitter.com. It is used integrate the sharing features of this social media. It also stores information about how the user uses the website for tracking and targeting.

Cookie	Duration	Description
_ga_Z66P6D175S	2 years	No description
AnalyticsSyncHistory	1 month	Used to store information about the time a sync with the lms_analytics cookie took place for users in the Designated Countries.
helpful_user	1 month	This cookie is used by the “Helpful” plugin to check whether an Advice and FAQ article has been reviewed. It is similar to the PHPSESSID cookie, in that it stores a serialised string of characters in your browser to help check whether the user of the browser has reviewed an Advice or FAQ article on the Website. However, unlike the PHPSESSID, the helpful_user cookie is not removed at the end of your browser’s session and is instead stored in the browser for 1 month. This means that, even though you leave the Website and close your browser, when you return within a month to the Website, it will remember what Advice and FAQ articles you have reviewed. Reviews submitted through the “Helpful” plugin are anonymous, and this cookie stores no personal information.
intercom-id-ni8sfh0g	8 months 26 days 1 hour	No description
intercom-session-ni8sfh0g	7 days	No description
li_gc	2 years	No description
pvc_visits[0]	1 day	This cookie is created by post-views-counter. This cookie is used to count the number of visits to a post. It also helps in preventing repeat views of a post by a visitor.
UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.

Insights

Companies

Company Finder