Elevator Pitch
Cascade simplifies, organises and automates the operational complexities of Fiduciaries, Fund Administrators and Law Firms, automating their processes for day-to-day activities. It replaces multiple external applications used by operational teams, thus ensuring better control from team management point of view. Modules covering:
CRM, INCORPORATION & SET UP, REGULATORY FILLINGS, CORPORATE and INVESTMENT FUND REGISTERIES, COUNTERPARTIES.COMPLIANCE, INTERNAL RISKS, MEETINGS, PROJECTS and TASKS, USER and MANAGEMENT PANELS
Problem Solved
Cascade resolves the lack of suitable IT tools available for SMEs by offering a holistic approach. It…:
- Removes the need for multiple different IT solutions
- Centralises key information for easy access for all employees
- Provides an overview on important projects and processes
- Tracks staff progress on ongoing basis
- Allows flagging of issues and problems being encountered
- Monitors expiration dates of critical client documentation
- Eliminates the requirement to input the same data in different platforms and tools
- Coaches staff by providing templates to complete tasks
Solution / Technology
SPA based on Java and TypeScript. SaaS solution foreseen with next version.
Competitive
Fully integrated and affordable solution aimed specifically at SMEs, a market segment too often neglected by software developers.
Market Size
1000s of fiduciaries, administration companies and law firms who aim to improve their efficiency and services.
