Client Stories
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.
Muse Enterprises
A single-family office supporting over 20 family members
ORCA benefits
Centralises and secures family office data
Reduces human error
Saves significant time in CTA reporting
Streamlines multi-generational knowledge sharing
Used by family members and new staff with little to no training needed
ORCA benefits
Saves 70% of workload on AML compliance
Simplifies regulatory complexity, enabling focus on core tasks
Provides transparency, building stronger client trust
Speeds up structure chart creation, saving 90% of time
Replaces Excel, Word, and PowerPoint by centralising all tools in one place
A real estate and family investment company overseeing a portfolio of over 800 entities
ORCA benefits
85% efficiency boost
Tax reporting time cut from 3-4 weeks to just 1 week
Transparent, real-time asset visibility across 800 entities
"Time travel" feature enables strategic what-if analysis and smarter decisions
Fast, intuitive onboarding with immediate access and usability for all
Independent back-office serving single-family offices, multi-family offices and institutional clients
ORCA benefits
Unmatched functionality
Simplifies Corporate Transparency Act reporting
Enables rapid filing and compliance with beneficial ownership updates
Creates a "wow factor" with clients by building and displaying structures in real time
An international boutique law firm specialising in private client services
ORCA benefits
Complete KYC and SRO compliance with ease
Comprehensive client view for deeper insights and better conversations
Speeds up client interactions and response times
Reduces client costs and time
A real estate and family investment company overseeing a portfolio of over 800 entities
ORCA benefits
Reduces tax prep time by 25%
Consolidates all information into a single source
Supports seamless scalability as entities and complexity grow
Enables dynamic estate planning with "what-if" scenarios
Simplifies structure chart generation for lenders and partners
ORCA benefits
Seamless onboarding—able to use ORCA in less than 1 hour
Enables smooth operational succession by centralising knowledge
Instant access to crucial documents across 75+ trusts and entities
More time to focus on high-impact task
ORCA benefits
Groundbreaking portable, real-time access to client information
Consolidates all asset details for quick reference
Supports informed, engaging client conversations
Reduces risk of asset mismanagement and overinsurance
Visualises scenarios for clear, client-aligned decisions
ORCA benefits
Elevates family governance conversations
Engages the next generation effectively
"Time travel" feature enables storytelling of family history
Essential tool for emergency planning
Facilitates smooth wealth transfers to the next generation