SS&C Black Diamond Wealth Solutions is the closest drop-in replacement with overlapping coverage in Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading while adding Document Vault & e-Signature and Portfolio coverage and Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem. and Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. features (category overlap ~62%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Programmatic picks
Alternatives to Orion Advisor Tech
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Orion Advisor Tech against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Budget-conscious? Try Sharesight, TradingView, Fiscal.ai, GuruFocus, Portfolio123, Quartr, Simply Wall St, Dune, Koyfin, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), Ziggma, ETF Insider, and Stock Analysis to get started without a paid plan.
Round out your stack with new coverage areas like Document Vault & e-Signature, Portfolio, Insider Compliance / Pre‑clearance, and Audit Trail / Supervision.
Orion Advisor Tech still leads on GIPS Composite Reporting, Monte Carlo, and Courses & Certs, so keep it handy for those workflows.
#1 Alternative
Similarity score 2423Category overlap: 62%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-Entity
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Document Vault & e-Signature, Portfolio, and Insider Compliance / Pre‑clearance coverage beyond what Orion Advisor Tech offers.
- Standout features include Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..
- Pair it with Orion Advisor Tech if you still need GIPS Composite Reporting, Risk Metrics, and Scenario & Stress Tests.
Adds coverage: Document Vault & e-Signature, Portfolio, Insider Compliance / Pre‑clearance, and Audit Trail / Supervision
Standout features: Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)., and Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
#2 Alternative
Similarity score 2344Category overlap: 80%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-Entity
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Wealth Management, Portfolio, and Data Visualizations coverage beyond what Orion Advisor Tech offers.
- Standout features include Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities..
- Pair it with Orion Advisor Tech if you still need GIPS Composite Reporting, CRM & Workflow, and Risk Metrics.
Adds coverage: Wealth Management, Portfolio, and Data Visualizations
Standout features: Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities., and Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
#3 Alternative
Similarity score 2224Category overlap: 80%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-Entity
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Wealth Management, Portfolio, and Document Vault & e-Signature coverage beyond what Orion Advisor Tech offers.
- Standout features include End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale..
- Pair it with Orion Advisor Tech if you still need GIPS Composite Reporting, Alternatives / Capital Calls & Distributions, and Risk Metrics.
Adds coverage: Wealth Management, Portfolio, and Document Vault & e-Signature
Standout features: End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process., Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., and Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.
#4 Alternative
Similarity score 1704Category overlap: 64%
Shared coverage
Portfolio Accounting / Book of RecordClient & Investor ReportingModel Portfolios & SleevesHouseholding & Multi-EntityAlternatives / Capital Calls & DistributionsClient Portal & Mobile App
Assets: Stocks, Mutual Funds, and Bonds
Experience: Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Wealth Management, Document Vault & e-Signature, and Portfolio coverage beyond what Orion Advisor Tech offers.
- Standout features include Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., and Supports a wide range of asset classes and entity structures—including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles..
- Pair it with Orion Advisor Tech if you still need GIPS Composite Reporting, Rebalancing & Trading, and Fee Billing & Invoicing.
Adds coverage: Wealth Management, Document Vault & e-Signature, Portfolio, and Custom Dashboards
Standout features: Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures., Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets., Supports a wide range of asset classes and entity structures—including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles., and Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
Similarity score 1464Category overlap: 40%
Shared coverage
Client & Investor ReportingClient Portal & Mobile AppRisk MetricsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Sharesight keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Portfolio, Performance Attribution, and Downloadable Tax Reports coverage beyond what Orion Advisor Tech offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, GIPS Composite Reporting, and Rebalancing & Trading.
Adds coverage: Portfolio, Performance Attribution, Downloadable Tax Reports, and Capital Gains Estimator
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
#6 Alternative
Similarity score 1436Category overlap: 75%
Shared coverage
Client Portal & Mobile AppData APIsAPIs & SDKsBroker ConnectorsEducationBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Expands into Portfolio and Custom Dashboards coverage beyond what Orion Advisor Tech offers.
- Standout features include Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets—so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., and Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Portfolio and Custom Dashboards
Standout features: Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets—so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives., Digital-asset engine that connects directly to major blockchains, exchanges and wallets, tracks DeFi, NFTs, staking and lending activity, categorizes stablecoins as cash equivalents and lets you view net worth over time in Bitcoin., and Multi-currency wealth tracking designed for cross-border users, supporting assets in many currencies while letting you monitor total wealth and performance in the base currency of your choice.
Similarity score 1392Category overlap: 26%
Shared coverage
APIs & SDKsWebhooksBroker ConnectorsEducationBlogsVideos
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Orion Advisor Tech offers.
- Standout features include Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., and Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Options & Derivatives
Standout features: Advanced multi‑asset charting with 20+ chart types, minute‑ and second‑level history, 400+ built‑in indicators, 100K+ community indicators, and 110+ smart drawing tools across web, desktop, and mobile., Comprehensive technical toolset including volume profile and footprint, candlestick pattern recognition, auto chart patterns, Seasonals, and intraday charts based on custom spread formulas., Cloud‑based alerts for prices, indicators, strategies, drawings, and watchlists, with multi‑condition logic, second‑based triggers, and delivery via browser pop‑ups, email, TradingView apps, and webhooks., and Global multi‑asset screeners (stocks, ETFs, bonds, crypto coins, CEX and DEX pairs) with 400+ filter fields, multiple timeframes, auto‑refresh, and data export for external analysis.
Similarity score 1326Category overlap: 26%
Shared coverage
Data APIsAPIs & SDKsWebhooksEducationBlogsNewsletters
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what Orion Advisor Tech offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Portfolio
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1279Category overlap: 22%
Shared coverage
Data APIsEducationBlogsVideosNewsletters
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Orion Advisor Tech offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1268Category overlap: 30%
Shared coverage
Data APIsAPIs & SDKsBroker ConnectorsEducationBlogsVideos
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Orion Advisor Tech offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1183Category overlap: 33%
Shared coverage
Data APIsAPIs & SDKsWebhooksEducationBlogsNewsletters
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Pricing: Subscription
Why investors switch
- Quartr keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what Orion Advisor Tech offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Financials, Transcripts, Analyst Forecasts, and Calendar
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 1141Category overlap: 22%
Shared coverage
Risk MetricsScenario & Stress TestsData APIsAPIs & SDKsBroker Connectors
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Orion Advisor Tech offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1132Category overlap: 25%
Shared coverage
Broker ConnectorsEducationBlogsVideosNewsletters
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Simply Wall St keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Orion Advisor Tech offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions—valuation, future growth, past performance, financial health, and dividends—into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Portfolio
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions—valuation, future growth, past performance, financial health, and dividends—into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1094Category overlap: 31%
Shared coverage
Risk MetricsScenario & Stress TestsData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web, Mobile, and API
Why investors switch
- Expands into Brokerage, Paper Trading, and Advanced Order Types coverage beyond what Orion Advisor Tech offers.
- Standout features include Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Brokerage, Paper Trading, Advanced Order Types, and Smart/Direct Routing
Standout features: Single universal account providing access to around 160 markets across 36 countries and 28 currencies., More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing., Market depth (Level II) and full order book views via Trader Workstation (TWS)., and Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
Similarity score 1072Category overlap: 46%
Shared coverage
Data APIsAPIs & SDKsWebhooksEducationBlogsVideos
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Dune keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage beyond what Orion Advisor Tech offers.
- Standout features include Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains., Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place., and Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and NFT Markets
Standout features: Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains., Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place., Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor., and Alerts run on scheduled queries and can deliver notifications by email or via webhooks (including Slack) whenever the query executes, making it easier to monitor custom onchain conditions.
Similarity score 1027Category overlap: 13%
Shared coverage
EducationBlogsVideos
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what Orion Advisor Tech offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
#17 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 1009Category overlap: 27%
Shared coverage
Data APIsAPIs & SDKsEducation
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Why investors switch
- SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Secondary Offerings coverage beyond what Orion Advisor Tech offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Regulatory Filings Monitoring, IPO, Secondary Offerings, and Insider Data
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 997Category overlap: 27%
Shared coverage
Risk MetricsBroker ConnectorsEducationBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Ziggma keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Portfolio, Watchlist, and Stock Ideas coverage beyond what Orion Advisor Tech offers.
- Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Portfolio, Watchlist, Stock Ideas, and Screeners
Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
Similarity score 987Category overlap: 29%
Shared coverage
Risk MetricsData APIsAPIs & SDKsBlogs
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- ETF Insider keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into ETF Screeners, Screeners, and Data Visualizations coverage beyond what Orion Advisor Tech offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: ETF Screeners, Screeners, Data Visualizations, and Factor Exposure
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Similarity score 967Category overlap: 13%
Shared coverage
EducationBlogsNewsletters
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate Orion Advisor Tech workflows without upgrading.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Orion Advisor Tech offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Orion Advisor Tech if you still need Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
APIs & SDKs×15Data APIs×14Blogs×13Education×12Broker Connectors×11Client Portal & Mobile App×6Videos×6Webhooks×6
New angles introduced
Categories the alternatives add beyond Orion Advisor Tech.
Portfolio+17Alerts+11Data Visualizations+11Financials+10Screeners+10Watchlist+10News+8Dividends+7
Access & Pricing
Free options
13/20
13 picks introduce a free tier you can start with.
Mobile ready
13/20
13 matches support mobile alongside Orion Advisor Tech.
API availability
15/20
15 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
11 starred / 12 tested
11 tools are flagged as analyst picks; 12 have been hands-on tested.
Avg. coverage overlap
39%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Orion Advisor Tech?
Orion Advisor Tech users most often consider SS&C Black Diamond Wealth Solutions, Addepar, and Envestnet Wealth Management Platform as their go-to alternatives.
Which alternatives keep a free tier?
Sharesight, TradingView, Fiscal.ai, GuruFocus, Portfolio123, Quartr, Simply Wall St, Dune, Koyfin, SEC EDGAR - Company Filings (Full‑Text Search & Search Filings), Ziggma, ETF Insider, and Stock Analysis offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Orion Advisor Tech alternatives cover?
Expect deep coverage across Alternatives / Capital Calls & Distributions, APIs & SDKs, Blogs, Broker Connectors, Client & Investor Reporting, Client Portal & Mobile App, CRM & Workflow, Data APIs, Education, Fee Billing & Invoicing, Householding & Multi-Entity, Model Portfolios & Sleeves, Newsletters, Portfolio Accounting / Book of Record, Rebalancing & Trading, Risk Metrics, Scenario & Stress Tests, Tax Lots / Lot Optimization, Videos, and Webhooks, so you can port most Orion Advisor Tech workflows without much friction.
Where does Orion Advisor Tech still stand out?
Orion Advisor Tech remains the go-to for GIPS Composite Reporting, Monte Carlo, and Courses & Certs, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.