Hatcher+ FAAST
6.2#11 in investment accounting softwareWeb
Visit| Fact | Hatcher+ FAAST | Orion Portfolio Accounting |
|---|---|---|
| Integrations | The product page describes connections to service providers through FundBuilder and mail-merge for distributing stakeholder reports; it does not name specific third-party integrations. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Reporting | The platform offers real-time stakeholder reporting with charts and tables, plus an integrated mail-merge application. | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. |
| Security | The company says its secure data room complies with FINRA, HIPAA, GxP, FedRAMP and StateRAMP requirements. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
No prices published.
FAAST is aimed at family offices, investment firms, accelerators, angel networks, and university research groups managing funds and stakeholder reporting. It is not intended to provide financial advice.
Orion Portfolio Accounting is intended for financial advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms. It may suit firms seeking accounting, reporting, billing and alternative-asset workflows in one platform.