Orca
ORCA offers a robust platform designed to streamline the management of tax, legal, and compliance obligations for family offices and associated entities. The platform is positioned as the easiest, fastest, and most intelligent tool for handling these critical tasks, enabling users to focus more on strategic business decisions with less administrative burden. This is achieved through features that automate checks, generate visualizations, and produce reports, ensuring that data is both complete and accurate.
The core solutions provided by ORCA are tailored to meet the varied needs of its diverse client base, including corporations, investment companies, trust companies, CPA firms, private client advisors, law firms, and family offices. These solutions are particularly beneficial for family offices, as they help in scaling business operations while maintaining consistent service quality and facilitating seamless collaboration with external stakeholders.
Key features of ORCA include zero-trust cloud architecture, which guarantees that only authorized users can access sensitive data. The platform employs Swiss data centers, 256-bit encryption, and a blockchain-inspired immutable log to ensure that no third party, including ORCA itself, can access client data. This robust security framework is compliant with the EU General Data Protection Regulation (GDPR), further ensuring data privacy and security.
ORCA's technical capabilities are enhanced by its ability to import ownership structures and master data from tools like Addepar or Excel swiftly. The platform supports additional APIs on demand, allowing for further customization and flexibility. The integration options are broad, with capabilities to connect with various financial data sources, ensuring that users can tailor the platform to their specific operational needs.
Key Features
ORCA's platform delivers comprehensive capabilities for family office technology, focusing on reducing administrative workload while enhancing strategic decision-making. It offers a cloud-based solution with a zero-trust security model, ensuring data privacy and seamless integration with existing systems.
- Zero-trust cloud security
- Swiss data centers and 256-bit encryption
- Blockchain-inspired immutable log
- GDPR compliance
- Automated data checks and reporting
- API integration with Addepar and Excel
- Auto-generated structure charts
- Entity management across jurisdictions
- Visualizations for past, present, and future data
- Secure data sharing via links
- Automated workflows for data retrieval
- Compliance with Corporate Transparency Act
Use Cases
The ORCA platform supports a range of implementation scenarios, catering to single and multi-family offices, private banks, and wealth managers. It addresses key operational challenges by automating reporting, enhancing compliance, and improving data management efficiency.
- Automate portfolio reporting for quarterly family meetings
- Streamline compliance reporting with inbuilt auto-reporting features
- Collaborate with external stakeholders securely
- Manage entity structures across multiple jurisdictions
- Implement zero-trust security for sensitive data
- Optimize data entry and retrieval processes
- Facilitate seamless data sharing with advisors
- Enhance family governance and succession planning
- Ensure data privacy and protection with GDPR compliance
Integrations
ORCA offers extensive integration capabilities through its API, enabling seamless data connectivity with financial platforms and services. The platform supports integration with industry-standard tools and partners, enhancing data flow and operational efficiency.
- Addepar
- Excel
- Secure data links for third-party collaboration
- APIs for custom integration needs
- Compliance data integration for regulatory reporting
Related Family Office Software
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
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- Family Office vs Wealth Management
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- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
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- Ultra High Net Worth
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- Consolidated Reporting
- Next-Gen Leadership Development
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- Vendor & Service Provider Oversight
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- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide