Automatically sync ownership and valuations information to ORCA. ORCA uses this data to create dynamic structure charts that you can enrich with legal, tax, and compliance data and securely share with any stakeholder.
Last updated: 02-22-2024
Dynamic 360 degree view of legal structures
Must-have data all in one place
Intelligent document management
Required access level
Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.View Configuration Guide
To enable the integration, you are required to log in into ORCA as an Account Owner or Admin.
Connecting Orca to Addepar
Within the account administration, select a vault you would like to integrate with Addepar.
Synchronize data on demand
After the connection is established, you can synchronize data from Addepar to ORCA on demand.