View Business Profile

Trust Companies

Business Needs

Website Address

https://www.withorca.com/

Connect with ORCA
Solution introduction

What ORCA can do for your Trust Company

  • Securely share information with clients, advisors, service providers, banks and regulators.
  • Save 80% of time spent assembling information for meetings.
  • Enhance your capacity to grow your business.

How we do it

Acquire new clients
Enable prospective clients to feel what it will be like to work with you. Abandon static powerpoints and use an interactive tool to leave a lasting, digital first impression. Win clients using actions instead of words and white-label ORCA to stand out from the competition.

Compliment your mandate system
Automatically pull all the client relevant data from your mandate system into a quick and easy-to-use client-facing tool accessible from anywhere in the world. Never miss a key piece of information in a meeting or travel with lots of sensitive documents again.

Share Information securely
Quick, easy, and secure. Share structure charts, documents and data with clients, advisors, service providers, banks and regulators. Share what you need, when you need without ever oversharing. Show everyone how modern and transparent the trust business can be.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.