
ORCA
Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
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About 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.
More Details
| Attribute | Details |
|---|---|
| Categories | Compliance, Consolidated Reporting, Data Aggregation, Governance |
| Features | Ability to Whitelabel |
| Target Segments | Independent financial or investment advisor, Multi-family office, Private wealth owner, Single-family office |
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