Orca AG
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Beschreibung
ORCA combines the key functionalities of Powerpoint, Excel and Dropbox in a single tool, saving wealth and assets administrators hours on vital tasks spanning:
- Wealth structuring
- Tax
- Compliance
- Legal operations
- Succession planning
- High level investment reporting
ORCA is an intelligent software that gathers data, visualizes it and enables smooth collaboration between the administrator, the asset owners and any third-parties. Specifically created to solve the needs of asset administrators, ORCA is everything you need, nothing you don’t.
Features include:
- Interactive structure charts for complex asset structures
- High level wealth aggregation / balance sheets
- Virtual assistant to enable smooth data entry, automated to-do’s to ensure data
- completeness and unique document tagging
- Automated tax and compliance checks
- Secure bulk data transfers
- Intelligent meeting planner
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