Orcas Net, Inc.

Orcas Net is dedicated to providing state-of-the-art Internet-based data management tools to CUSO Financial Services, L.P., and Sorrento Pacific, LLC.

Our Customer Relationship Management (CRM) products were created specifically for financial planners positioned in credit unions throughout the country. Today our products are also widely used in the banking and insurance industries. In addition to basic contact management, we have tools for document scanning and workflow; forms management; realtime surveys; day-to-day planning and client communications; and broker/dealer services to manage client portfolios, with data downloaded daily from clearing firms, product companies and other data sources.

Document Scanning & Workflow

In a highly regulated environment, it's essential to get documents filled out completely and correctly, digitized, and routed seamlessly through the required checks and approvals. Document processing and workflow is key to both profitability and compliance. Our software offers integrated forms, scanning and workflow capabilities that achieve these goals efficiently, with a minimum of expense. Orcas Net's systems meet the requirements of SEC Rule 17a-4 for electronic document storage.

Forms

We've eliminated the need to maintain inventories of frequently changing forms. Available online, standard forms are always up-to-date and accessible. Forms can be integrated with our customer relationship management system or used separately.

My Portfolio View

My Portfolio View (MPV) is a service that allows clients to view their accounts online. MPV is available 24 hours a day, 365 days a year from any Internet-connected computer.

Realtime Surveys

Available as an integrated enhancement to our database customers, realtime surveys help build and retain customer relationships.