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Getting started
Getting started
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Upgrade to the new ORCA version
Upgrading from ORCA v3 to v4: A Step-by-Step Guide
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Dive into ORCA: Your first steps
How to navigate in ORCA
Structure Visualisation, Cards & Details View
Structure Visualisation: Change the perspective
Structure Visualization: Filtering the information
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ORCA Menu
How to manage Events section
Navigating the Legal Entities & Assets section
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Dynamic Structure Chart
How to Create a Structure
How to modify/amend or edit the Structure
How to use custom-colored labels
Create a link to share the structure
Wealth Panel: Net wealth and asset allocation
Structure Favorite Views
How to time travel in ORCA
Methods of Tracking Ownership in ORCA
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Data management
How to manage your entity information: Details View
How to add Tax Information
How to manage Compliance information
How to manage Valuations
How to manage multiple Share Classes
How to manage Roles & Mandates
How to manage Legal Powers
How to manage Liabilities
How to manage Insurance
How to add the Entity Legal Form
How to use the Audit Log