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Hatcher+ FAAST vs Orion Portfolio Accounting

What both publish

FactHatcher+ FAASTOrion Portfolio Accounting
IntegrationsThe 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.
ReportingThe 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.
SecurityThe 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.

Hatcher+ FAAST plans

No prices published.

Orion Portfolio Accounting plans

  • Foundation$13,000 a year
  • Essentials$18,000 a year
  • Advantage$28,000 a year

Pick Hatcher+ FAAST if…

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.

Pick Orion Portfolio Accounting if…

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.

Charts they share