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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.

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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