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Orion Advisor Tech Alternatives & Competitors

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Orion Advisor Tech logo

Alternatives to Orion Advisor Tech

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Orion Advisor Tech competitor is worth testing first.

Looking for a Orion Advisor Tech replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit Orion Advisor TechFree alternativesTool details

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Which Alternative Should You Use?

GuruFocus logo

GuruFocus

Closest replacement

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on portfolio tracking, screening and idea generation, and API and market data.
  • GuruFocus adds a free starting point that the base tool does not show. Free access caveat: signup required and A free account has limited access..

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial
DetailsCompare
Sharesight logo

Sharesight

Best workflow fit

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Sharesight adds a free starting point that the base tool does not show. Free access caveat: signup required and Free plan tracks one portfolio with up to 10 holdings..

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight
DetailsCompare
Envestnet Wealth Management Platform logo

Envestnet Wealth Management Platform

Best audience fit

Best for: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.

  • Envestnet Wealth Management Platform best matches the base workflow on advisor client reporting, portfolio tracking, and portfolio analytics.
  • Envestnet Wealth Management Platform lists Other pricing, so compare the current plan against your existing setup.

Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.

Explore Envestnet platform
DetailsCompare
Stock Rover logo

Stock Rover

Strong runner-up

Best for: Individual investors looking for North American stock, ETF, and fund screening.

  • Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and screening and idea generation.
  • Stock Rover adds a free starting point that the base tool does not show. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..

Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

View Stock Rover plans
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
GuruFocus logo
Closest replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • APIs & Data Feeds
  • Broker Connectors
  • Education
  • Blogs
  • Videos
  • Newsletters

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
Orion Advisor TechFrom $275/mo
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
2
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Risk Metrics
  • Monte Carlo
  • Broker Connectors
  • Education
  • Blogs
  • Videos

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Advisor Operations
  • Scenario & Stress Tests
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
  • Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required, and Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
Orion Advisor TechFrom $275/mo
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
3
SS&C Black Diamond Wealth Solutions logo
Partial replacement

SS&C Black Diamond Wealth Solutions

Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.

Keep

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Broker Connectors
  • Blogs

Gain

  • Portfolio
  • Insider Compliance / Pre-clearance
  • Audit Trail / Supervision
  • Regulatory Filings Monitoring

Lose

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Education

Watch out

  • Avoid as a full replacement if you rely on AI research workspace, screening and idea generation, and macro and fund research.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final cost depends on selected platform modules and firm requirements.
  • Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
Price
Orion Advisor TechFrom $275/mo
SS&C Black Diamond Wealth SolutionsContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Contact Black DiamondCompare
Full review and details
4
Sharesight logo
SharesightBest workflow fit
4
Sharesight logo
Best workflow fit

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Advisor Operations
  • Risk Metrics
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Portfolio
  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator

Lose

  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Webhooks
  • Education

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading and AI research workspace.
  • Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
Orion Advisor TechFrom $275/mo
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try SharesightCompare
Full review and details
5
Addepar logo
AddeparPartial replacement
5
Addepar logo
Partial replacement

Addepar

Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.

Keep

  • Advisor Operations
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Wealth Management
  • Portfolio
  • Data Visualizations
  • Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets.

Lose

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Webhooks
  • Education

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, AI research workspace, and screening and idea generation.
  • Free-plan limits: No public self-serve pricing, Subscription access requires a sales process, and Commercial scope depends on assets, modules, integrations, data feeds, and implementation requirements.
  • Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Price
Orion Advisor TechFrom $275/mo
AddeparContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Request Addepar demoCompare
Full review and details
6
YCharts logo
YChartsPartial replacement
6
YCharts logo
Partial replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Broker Connectors

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Lose

  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Webhooks
  • Education
  • Courses & Certs

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, portfolio alerts, and AI research workspace.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
Orion Advisor TechFrom $275/mo
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details
7
Kubera logo
KuberaPartial replacement
7
Kubera logo
Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors
  • Education
  • Blogs

Gain

  • Portfolio
  • Custom Dashboards
  • The net-worth dashboard connects global bank, brokerage, crypto, and other financial accounts through Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, and Salt Edge. Users can also add assets manually.
  • 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.

Lose

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, portfolio alerts, and AI research workspace.
  • Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription.
  • No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Price
Orion Advisor TechFrom $275/mo
KuberaFrom $250/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

Start Kubera trialCompare
Full review and details
8
Stock Analysis logo
Stock AnalysisPartial replacement
8
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Risk Metrics
  • Broker Connectors
  • Education
  • Blogs
  • Newsletters

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Advisor Operations
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
Orion Advisor TechFrom $275/mo
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis ProCompare
Full review and details
9
Fiscal.ai logo
Fiscal.aiPartial replacement
9
Fiscal.ai logo
Partial replacement

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • APIs & Data Feeds
  • Webhooks
  • Education
  • Blogs
  • Newsletters

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits, and Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Price
Orion Advisor TechFrom $275/mo
Fiscal.aiFree • From $39/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.aiCompare
Full review and details
10
Envestnet Wealth Management Platform logo
Envestnet Wealth Management PlatformBest audience fit
10
Envestnet Wealth Management Platform logo
Best audience fit

Envestnet Wealth Management Platform

Bottom line: RIAs, broker-dealers, banks, asset managers, and fintechs that need an enterprise wealth ecosystem across planning, proposal, trading, reporting, billing, data, and APIs.

Keep

  • Advisor Operations
  • APIs & Data Feeds
  • Webhooks
  • Broker Connectors

Gain

  • Wealth Management
  • Portfolio
  • The wealth management platform covers planning, proposals, account opening, and ongoing review.
  • 2026 company materials cite 25 years of operating history, $7T in platform assets, and usage by over one-third of all financial advisors across major banks, brokerages, wealth managers and RIAs.

Lose

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Education

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, screening and idea generation, and dividend research.
  • Free-plan limits: No public self-serve pricing, Commercial access requires sales engagement, and Final scope depends on platform modules, data/API needs, and firm implementation requirements.
  • Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Price
Orion Advisor TechFrom $275/mo
Envestnet Wealth Management PlatformContact for pricing
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via enterprise/contact.

Explore Envestnet platformCompare
Full review and details
11
TradingView logo
TradingViewPartial replacement
11
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Webhooks
  • Broker Connectors
  • Education
  • Blogs
  • Videos

Gain

  • Data Visualizations
  • Quant
  • Screeners
  • ETF Screeners

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and portfolio alerts.
  • Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars, and Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
Orion Advisor TechFrom $275/mo
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingViewCompare
Full review and details
12
Marketlog logo
MarketlogPartial replacement
12
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Risk Metrics
  • Monte Carlo
  • Broker Connectors
  • Blogs

Gain

  • Portfolio
  • Watchlist
  • Institutional Ownership
  • Data Visualizations

Lose

  • Advisor Operations
  • Scenario & Stress Tests
  • Tax Lots / Lot Optimization
  • APIs & Data Feeds
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, AI research workspace, and screening and idea generation.
  • Free-plan limits: Signup required, Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history, and Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Price
Orion Advisor TechFrom $275/mo
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with MarketlogCompare
Full review and details
13
Investing.com logo
Investing.comPartial replacement
13
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Education
  • Blogs
  • Videos

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Data Visualizations

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
Orion Advisor TechFrom $275/mo
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingProCompare
Full review and details
14
Charles Schwab logo
Charles SchwabPartial replacement
14
Charles Schwab logo
Partial replacement

Charles Schwab

Bottom line: U.S. investors who want brokerage, trading platforms, research, tax workflows, and several asset classes in one account.

Keep

  • APIs & Data Feeds
  • Blogs
  • Videos
  • Newsletters

Gain

  • Brokerage
  • Portfolio
  • Watchlist
  • Options

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and AI research workspace.
  • Free-plan limits: Signup required, Brokerage use requires an approved Schwab account, and Options, futures, forex, margin, and API workflows require separate approval or authorization.
  • Advanced products need approval: Options, futures, forex, margin, and crypto access have separate approval, risk, and eligibility requirements.
Price
Orion Advisor TechFrom $275/mo
Charles SchwabTransaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open Schwab accountCompare
Full review and details
15
Portfolio123 logo
Portfolio123Partial replacement
15
Portfolio123 logo
Partial replacement

Portfolio123

Analyst pickTested by us

Bottom line: Rules-based investors looking for point-in-time stock and ETF simulations.

Keep

  • APIs & Data Feeds
  • Broker Connectors
  • Education
  • Blogs
  • Videos

Gain

  • Screeners
  • Data Visualizations
  • Quant
  • Stock Ideas

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Free Manage module is separate from paid Research, API, and DataMiner access, and General registration offers 30 days of screener and backtesting access without a payment card.
  • Advanced research is paid: Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
Price
Orion Advisor TechFrom $275/mo
Portfolio123Free • From $25/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Portfolio123Compare
Full review and details
16
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
16
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Risk Metrics
  • APIs & Data Feeds

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Advisor Operations
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio alerts, and AI research workspace.
  • Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product, and Real-time market data and Level II data generally require subscriptions.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Price
Orion Advisor TechFrom $275/mo
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
17
Masttro logo
MasttroPartial replacement
17
Masttro logo
Partial replacement

Masttro

Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.

Keep

  • Advisor Operations
  • APIs & Data Feeds
  • Broker Connectors

Gain

  • Wealth Management
  • Portfolio
  • Custom Dashboards
  • Audit Trail / Supervision

Lose

  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on broker-connected trading, AI research workspace, and dividend research.
  • Free-plan limits: Pricing is quote-based rather than self-serve, Official pricing model is fixed annual license, not AUM-based, and Evaluation normally requires a demo and scope discussion.
  • Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Price
Orion Advisor TechFrom $275/mo
MasttroSubscription
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Request Masttro pricingCompare
Full review and details
18
Simply Wall St logo
Simply Wall StPartial replacement
18
Simply Wall St logo
Partial replacement

Simply Wall St

Analyst pickTested by us

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

Keep

  • Broker Connectors
  • Education
  • Blogs
  • Videos
  • Newsletters

Gain

  • Stock Ideas
  • Screeners
  • Data Visualizations
  • Portfolio

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, 5 company reports per month on Free, and 1 portfolio with up to 10 holdings on Free.
  • Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Price
Orion Advisor TechFrom $275/mo
Simply Wall StFree • From $120/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Simply Wall StCompare
Full review and details
19
Quartr logo
QuartrPartial replacement
19
Quartr logo
Partial replacement

Quartr

Analyst pickTested by us

Bottom line: Investors and analysts who care about first-party earnings calls, transcripts, filings, slides, and AI answers with source traceability.

Keep

  • APIs & Data Feeds
  • Webhooks
  • Education
  • Blogs
  • Newsletters

Gain

  • Financials
  • Transcripts
  • Analyst Forecasts
  • Calendar

Lose

  • Advisor Operations
  • Risk Metrics
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, portfolio analytics, and broker-connected trading.
  • Free-plan limits: Signup required, Mobile app is advertised as free for live earnings calls, transcripts, and AI chat, and Quartr Pro and Quartr API are contact-sales products with scalable or enterprise pricing.
  • Pro and API are contact-sales products: The free mobile app is useful, but desktop Pro, API datasets, exports, MCP, and enterprise controls are commercial contract products without public prices.
Price
Orion Advisor TechFrom $275/mo
QuartrFree • Contact for pricing
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Explore Quartr pricingCompare
Full review and details
20
TipRanks logo
TipRanksPartial replacement
20
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Risk Metrics
  • APIs & Data Feeds
  • Education

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Advisor Operations
  • Scenario & Stress Tests
  • Monte Carlo
  • Tax Lots / Lot Optimization
  • Webhooks

Watch out

  • Avoid as a full replacement if you rely on advisor client reporting, broker-connected trading, and portfolio alerts.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
Orion Advisor TechFrom $275/mo
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plansCompare
Full review and details

What This Shortlist Tells You

GuruFocus is the closest drop-in replacement with overlapping coverage in APIs & Data Feeds, Broker Connectors, and Education while adding Stock Ideas and Screeners coverage, Historical financial and valuation data covers stocks in multiple regions, with screens, charts, comparisons, disclosed investor holdings, insider trades, and economic indicators. and Large global coverage footprint: current membership pages advertise 1M+ investors, 100,000 stocks across 100 markets, 30 years of financial data, thousands of institutional-investor trading histories, and 15,000+ mutual-fund holdings; the Data API separately documents 60,000+ companies across 9 regions. features, and a free tier (workflow overlap ~46%).

Budget-conscious? Try GuruFocus, Stock Rover, Sharesight, Stock Analysis, Fiscal.ai, TradingView, Marketlog, Investing.com, Portfolio123, Simply Wall St, Quartr, and TipRanks to get started without a paid plan.

Round out your stack with new coverage areas like Stock Ideas, Screeners, ETF Screeners, and Top Analysts.

Orion Advisor Tech still leads on Courses & Certs, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Broker Connectors×14APIs & Data Feeds×13Blogs×13Education×11Advisor Operations×7Risk Metrics×7Videos×7Newsletters×6

New angles introduced

Categories the alternatives add beyond Orion Advisor Tech.

Portfolio+19Watchlist+14Alerts+13Data Visualizations+12Screeners+12Financials+11News+11Calendar+10

Access & Pricing

Free options

12/20

12 picks introduce a free tier you can start with.

Mobile ready

17/20

17 matches support mobile alongside Orion Advisor Tech.

API availability

13/20

13 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

10 starred / 12 tested

10 tools are flagged as analyst picks; 12 have been hands-on tested.

Avg. coverage overlap

40%

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 GuruFocus, Stock Rover, and SS&C Black Diamond Wealth Solutions as their go-to alternatives.

Which alternatives keep a free tier?

GuruFocus, Stock Rover, Sharesight, Stock Analysis, Fiscal.ai, TradingView, Marketlog, Investing.com, Portfolio123, Simply Wall St, Quartr, and TipRanks 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 Advisor Operations, APIs & Data Feeds, Blogs, Broker Connectors, Education, Monte Carlo, Newsletters, 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 Courses & Certs, which the current alternatives do not fully replicate.

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Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.