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