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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

MyFO is a comprehensive, cloud-based wealth management solution designed specifically for family offices and affluent individuals, integrating assets, accounts, documents, and scenario analysis into a unified, secure platform. The system aggregates vital financial data and key contacts while harnessing AI for the analysis and ingestion of alternative asset documents, providing clear mapping of various entities like trusts and operating companies. Additionally, it features a secure document storage system and a task management tool for enhanced collaboration, along with real-time accounting and bank integration for up-to-date reporting. Users benefit from benchmarking capabilities and detailed Scenario Modeling to assess potential investment results. With a premium onboarding experience completed in just hours, MyFO prioritizes user-friendliness and clarity, offering real-time dashboards and intricate entity mapping to manage complex ownership structures effectively. Furthermore, this platform enhances decision-making by streamlining workflows and ensuring that users have access to the most relevant information at their fingertips.

Description

ORCA represents the simplest, quickest, and smartest solution for overseeing all your tax, legal, and compliance responsibilities. You can swiftly import ownership structures and master data from sources like Addepar or Excel within minutes, with additional APIs accessible upon request. This platform cuts through the clutter, allowing you to concentrate solely on essential information, data, and documents. With its intuitive search capabilities, finding any item takes just seconds. Automated verification processes guarantee the accuracy of your data, and auto-generated structure charts provide clear and relevant visualizations at any given moment, whether past, present, or future. Its integrated auto-reporting functions ensure adherence to the Corporate Transparency Act and other relevant regulations. You can share crucial data and documents almost instantaneously through secure links, as well as retrieve information from external parties using automated workflows that only require link uploads. You can rest easy knowing that your data is safeguarded by zero-trust encryption at all times, and ORCA’s zero-trust cloud architecture ensures that your sensitive information remains exclusively within your control. With these robust features in place, ORCA not only streamlines your compliance processes but also enhances your overall operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Microsoft Excel No 

Integrations

Addepar Yes 
Microsoft Excel Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MyFO

Founded

2021

Country

Canada

Website

myfotech.com

Vendor Details

Company Name

ORCA

Founded

2017

Country

Switzerland

Website

www.withorca.com

Product Features

Product Features

Entity Management

Access Control No 
Compliance Management No 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking No 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

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