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.