Dynamic Structure Chart

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Dive into ORCA: Your first steps

A comprehensive walkthrough of the ORCA navigation panel, structure chart, search, and core features.

Learn how to interact with Structure Cards, customize displayed entity data, and access the Details View.

Learn how to center your structure chart around specific entities or persons to view their ownership hierarchies.

Learn how to filter your structure chart by entity types, ownership stakes, and dates to focus on what matters.

Understand how Events record historical and point-in-time transactions across entities in your structure.

Learn how to build a dynamic legal entity structure from scratch in ORCA.

Learn how to edit relationships, update ownership percentages, and use the verbs 'owns' vs 'bought'.

Learn how to use ORCA's time travel feature to view your entity structure as it existed at any historical date.

Learn how to share interactive, read-only structure charts with external advisors using secure links.

Understand how ORCA calculates and visualizes look-through effective ownership across multi-tiered entities.

Explore the different ownership tracking models supported in ORCA, from direct stakes to complex holding paths.

Learn how to configure and track partnership accounting structures and partner allocations in ORCA.

Learn how entity replicas allow you to visualize multi-parent holding structures without visual clutter.

Learn how to display board seats, officer roles, and signatory mandates directly within your structure charts.

Learn how to create and apply custom-colored labels to categorize and highlight entities on your structure chart.

Save and quickly reload customized structure chart perspectives, filters, and display settings.

Learn how to customize card shapes in structure charts to distinguish between companies, trusts, and funds.

Learn how to use the Wealth Overview panel to analyze net wealth, assets, and liabilities across your structure.