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ease
features
design
support

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Description

Hatcher + FAAST (Funds-As-a-Service Technology) provides an award-winning, AI-enhanced digital operating system specifically tailored for family offices, venture capital firms, private equity companies, fund administrators, accelerators, angel investor networks, and university research groups. This platform optimizes the entire investment process, which involves global deal sourcing, AI and machine learning-driven opportunity assessment from a vast database of over 500,000 startups, automated deal evaluation, and scouting enhanced by Natural Language Processing. With its FundBuilder module, FAAST facilitates rapid and compliant fund establishment within minutes, featuring automated generation of legal documents, e-signatures, and data room uploads. It also encompasses multi-asset management, real-time net asset value calculations, portfolio accounting, secure blockchain-verified information, Know Your Customer (KYC) compliance, e-onboarding, and controlled access based on user roles. Additionally, it provides options for custom white-label branding, supports multiple currencies and languages, adheres to various accounting standards, and delivers detailed reporting. This comprehensive solution not only enhances efficiency but also ensures that users can adapt the system to meet their specific operational needs.

Description

Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FAAST

Founded

2016

Country

Singapore

Website

faast.hatcher.com

Vendor Details

Company Name

Strad Pro

Country

United States

Website

strad.com

Product Features

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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