Integrations
ORCA
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.
Dynamic 360 degree view of legal structures |
|
---|---|
Must-have data all in one place |
|
Intelligent document management |
|
Zero-trust encryption |
|
Authentication |
|
---|---|
Capabilities |
|
Frequency |
|
Transmission type |
|
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 Guide1
Getting Started
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.
2
Synchronize data on demand
After the connection is established, you can synchronize data from Addepar to ORCA on demand.