Overview
The Legal Entities & Assets section in the ORCA menu provides you with efficient management capabilities. Clickable cells in the rows allow quick access to the details view within the Entity. Users can create Legal Entities & Assets directly from this section. Basic filters enable efficient organization by Entity name, Asset Classes, Addresses, Tax Domicile, Mandate, and Time Travel. New filters have been introduced for Tax Domicile, Compliance Requirements, and Time Travel to enhance flexibility in managing Legal Entities & Assets. This section allows data export. Learn how to export here
Clickable Rows
The Legal Entities & Assets section incorporates clickable rows. Now, users can navigate directly to the Entities’ Detail View by clicking into a cell on a specific row, providing a quick and efficient way to access detailed information about a legal entity or asset.
Entity Creation Capability
We've added a convenient feature that allows users to create a new entity directly from the Legal Entities & Assets section. This simplifies the process, eliminating the need to navigate to a separate page, and saving you valuable time.
Legal Entities & Assets Filters
Our Advanced filtering feature allows you to select multiple options to refine your search and find the exact information you're looking for. By choosing multiple criteria, you can narrow down your results to the most relevant Legal Entities & Assets, ensuring you get the right match.
These filters cover parameters such as:
- Entity Name
- Class
- Compliance Requirements
- Addresses
- Tax Domiciles
- Notes
- Mandates and Legal Powers
- Legal Form
- Labels
- Currency
- Time Travel - Time Travel filter, allows users to view the state of legal entities and assets at different points in time.