Related Products
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About
MyFO is a cloudβnative, fullβstack wealthβmanagement platform tailored for family offices and highβnetβworth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AIβdriven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for realβtime reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, whiteβglove onboarding completed in hours and emphasizes clarity and ease of use with realβtime dashboards and entity mapping for complex ownership structures.
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About
ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance toβdos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on mustβhave information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while autoβgenerated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Builtβin autoβreporting features guarantee compliance with the Corporate Transparency Act and other regulations. Share important data and documents in seconds via secure links; retrieve information from third parties using automated workflows, and upload only links. Enjoy peace of mind knowing everything is protected by zeroβtrust encryption at all times. ORCAβs zeroβtrust cloud ensures that only you can access your sensitive data.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Individuals and family office teams seeking a tool to centralize asset oversight, collaborate on documents, model scenarios, and streamline KYC and compliance
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Audience
Legal, compliance, and tax professionals in midβtoβlarge firms requiring a tool to streamline entity management, reporting and audit-ready documentation
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationMyFO
Founded: 2021
Canada
myfotech.com
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Company InformationORCA
Founded: 2017
Switzerland
www.withorca.com
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Alternatives |
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Categories |
Categories |
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Integrations
Addepar
Not Supported
Microsoft Excel
Not Supported
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