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About

ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance to‑dos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on must‑have information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while auto‑generated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Built‑in auto‑reporting 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 zero‑trust encryption at all times. ORCA’s zero‑trust cloud ensures that only you can access your sensitive data.

About

Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Legal, compliance, and tax professionals in mid‑to‑large firms requiring a tool to streamline entity management, reporting and audit-ready documentation

Audience

Financial advisors looking to increase engagement and collaborate with their clients

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ORCA
Founded: 2017
Switzerland
www.withorca.com

Company Information

SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html

Alternatives

Alternatives

Wealthbox

Wealthbox

Starburst Labs
ORCA

ORCA

Geothentic
ORCA

ORCA

Adtec

Categories

Entity Management Supported
Family Office Supported

Categories

Family Office Supported

Integrations

Addepar Supported
Microsoft Excel Supported

Integrations

Addepar Not Supported
Microsoft Excel Not Supported
Claim ORCA and update features and information
Claim ORCA and update features and information
Claim SideDrawer and update features and information
Claim SideDrawer and update features and information