Client Stories
Client Stories
Client Stories
Client Stories
Client Stories

Curious about what it means to get #orcanized?

Curious about what it means to get #orcanized?

Curious about what it means to get #orcanized?

Curious about what it means to get #orcanized?

Curious about what it means to get #orcanized?

Learn how leading operating firms, investment firms, trust firms, law firms, private client advisors, family offices and families are benefitting from ORCA.
Learn how leading operating firms, investment firms, trust firms, law firms, private client advisors, family offices and families are benefitting from ORCA.
Learn how leading operating firms, investment firms, trust firms, law firms, private client advisors, family offices and families are benefitting from ORCA.
Learn how leading operating firms, investment firms, trust firms, law firms, private client advisors, family offices and families are benefitting from ORCA.
Learn how leading operating firms, investment firms, trust firms, law firms, private client advisors, family offices and families are benefitting from ORCA.

AML requirements take 70% less time with ORCA

Regulatory complexity is one of the greatest challenges to Staiger Law’s private client work. In past they used Excel (xls), Word (docx) and PowerPoint (ppt) to meet AML requirements. ORCA replaced all these systems and made them up to 90% more efficient in the process. Staiger uses ORCA as a back and front office system. Their clients love the transparency ORCA provides and this has helped them build stronger relationships.

#Private Client Law, Trust

#Fiduciary Business, AML

Efficient CTA reporting for 800 entities

Billingsley Company highlights how ORCA software has revolutionized their management of over 800 entities. ORCA’s advanced features streamline complex processes, notably tax assessments and CTA compliance reporting, significantly boosting operational efficiency. The transition from spreadsheets to ORCA has reduced errors and enhanced data accuracy. Additionally, the "time travel" feature has improved transparency and accelerated decision-making.

#Real Estate Investments

#Corporate Transparency Act

#Entity Management System

Addepar Integration + Accelerating Client Onboarding

TOS Advisors leverages ORCA’s integration with Addepar to automatically sync ownership data and values between both systems. ORCA’s ability to quickly centralise and organise information that families generally store across multiple tools helps TOS to assemble all the information they need for client onboardings in record time and ensure every new client relationships gets off to the perfect start.

#Multi-Family Office

#Addepar Integration

#Client Onboarding

Automating BOI Reports for the CTA

CFO Family Reporting calls ORCA a time saver and a life saver when it comes to filing the Beneficial Ownership Information (BOI) Reports for the Corporate Transparency Act (CTA). There is no easier way to track and visualise entities for complex ownership.

#Multi-Family Office

#Regulatory Reporting

#Anti-Money Laundering (AML)

Simplified KYC and improved client experience

Kohli Urbach Attorneys at Law Ltd. immediately understood that ORCA was no conventional attorney or law firm software and that it could not only dramatically reduced the stress of filing complex AML (SRO) audits, but help visualise all legal connections much quicker, and make clients happier and grow their business in the process.

#Complex Structures

#Client Experience

#Attorneys at Law

A one stop shop for tax and legal information.

Billingsley Company was “so ready for ORCA” and uses our software every day to save time on must-have tax and legal work across 800+ legal entities in a real-estate focused ownership structure.

#Operating Firm

#Real-Estate

Up and running instantaneously with data import.

Mt. Vernon Investments imported their entire structure from Archway (their general ledger) into ORCA, and replaced their network drive with us. ORCA gives them the perfectly structured, complete data they need for scenario/succession planning.

#Single Family Office

#Data Import

#Scenario Planning

A core component of onboarding new families and team members.

MaestroFS uses ORCA to map out and understand the complexity of their clients. ORCA is extremely easy to use and is utlised by their clients and their team. This single source of truth helps everyone to always be on the same page and to answer an array of important questions quickly and easily.

#Multi-Family Office

#Complex Structures

#Onboarding

No more data silos. Save time and money with a smart archive.

Amana Family Office uses ORCA as a smart archive that adds immense efficiency to their daily workflows and that clients grasp immediately. No more data spread across multiple silos. No more hours spent on KYC and other must-have workflows

#Multi-Family Offices

#KYC

Holistic advice focused on the big picture.

28 Advisory Limited uses ORCA to provide holistic advice to international clients with assets across multiple jurisdictions. Being able to visualize ownership structures at any time (past, present and future) is a core element of their wealth planning service, as is ORCA’s secure, structured document management.

#Multi-Family Office

#Multi-Jurisdiction

#Wealth Planning

Interactive structure charts enable faster, more accurate decisions.

Genrich Family Office uses ORCA to create compelling visuals when onboarding new families, and to share documents in a highly structured way with internal and external stakeholders, enabling faster, more accurate decisions

#Multi-Family Office

#Onboarding

#Sharing

Concentrate on providing the best advice possible at all times.

Swisspartners uses ORCA to make sure the data they need to advise UHNWI families is available when and where it is needed. Arriving at the clients destination, and knowing that with a few clicks, all the information you need is easily and securely accessed takes a huge weight off your shoulders and allows you to concentrate on providing the best service possible at all times

#Private Client Advisor

State of the art governance technology that makes UHNW family consulting better.

Schiede, Hülsbeck Partnerschaft uses ORCA’s secure, reliable platform to capture the dynamic nature of their clients’ ownership structures. Being able to see the past, present and future of a structure on one page is a key element of their advice, and makes the next gen smile.

#Private Client Advisor

#Scenario Planning

ORCA AG


Baeckerstrasse 26 8004 Zurich,

Switzerland


hello@withorca.com

+41 79 938 95 23

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