Replacement verdicts
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 4 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.
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Best for: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Watch for: Enterprise contract only: Addepar does not publish self-serve pricing. Access requires a sales-led subscription and implementation.
Best for: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Watch for: Enterprise sales motion: Pricing is not self-serve and depends on firm size, modules, implementation, and relationship scope.
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.
Watch for: Enterprise-only buying path: Pricing and entitlements are determined through sales engagement. There is no public self-serve price table.
Best for: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Watch for: Not for self-directed retail: Masttro is scoped for UHNW families and professional wealth organizations, not casual portfolio tracking.
Our ranked order by workflow overlap and quality.
Bottom line: RIAs, family offices, private banks, and institutions with complex multi-asset, multi-entity portfolios.
Contact for pricing
Bottom line: Single-family offices, multi-family offices, RIAs, private banks, and professional-services firms managing complex UHNW wealth.
Contact for pricing
Bottom line: RIAs, broker-dealers, family offices, banks, and trusts that need portfolio accounting, reporting, billing, client portals, and modular wealth operations.
Contact for pricing
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.
Contact for pricing
Addepar is the closest drop-in replacement with overlapping coverage in Advisor Operations, Tax Lots / Lot Optimization, and APIs & Data Feeds while adding Wealth Management and Portfolio coverage and Web and data platform for wealth managers, family offices, private banks, and institutions. It aggregates public and private assets across more than 50 markets. and Global data and AI platform positioning, with public 2026 materials citing more than $9T in assets on the platform. features (workflow overlap ~57%).
Round out your stack with new coverage areas like Wealth Management, Portfolio, Data Visualizations, and Custom Dashboards.
Orion Advisor Tech still leads on Risk Metrics, Scenario & Stress Tests, Monte Carlo, Education, Courses & Certs, Videos, and Newsletters, so keep it handy for those workflows.
Most shared categories across the top matches.
Categories the alternatives add beyond Orion Advisor Tech.
Free to start
0/4
0 of 4 start free, which Orion Advisor Tech does not.
Paid plans from
Not listed
No comparable monthly prices are listed for these alternatives.
Mobile app
4 of 4
4 have a mobile app, like Orion Advisor Tech.
API access
4 of 4
4 expose an API or data feed, usually on a paid plan.
Hands-on tested
0 of 4
0 tested hands-on. 0 are analyst picks.
Coverage overlap
52%
Average share of Orion Advisor Tech categories each alternative covers.
Addepar, Masttro, and SS&C Black Diamond Wealth Solutions share the most workflows with Orion Advisor Tech, in that order. Start with the one whose Keep list matches what you use daily.
Between them the top matches cover Advisor Operations, APIs & Data Feeds, Blogs, Broker Connectors, Tax Lots / Lot Optimization, and Webhooks. Orion Advisor Tech workflows in those areas move over as they are. The Lose column on each card names what does not.
None of the alternatives here cover Risk Metrics, Scenario & Stress Tests, Monte Carlo, Education, Courses & Certs, Videos, and Newsletters. Keep Orion Advisor Tech for that, or run both tools side by side.
Missing an alternative, or is a listing out of date? Tell me and I will look.
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.