SS&C Black Diamond Wealth Solutions overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading and pushes into Document Vault & e-Signature and Portfolio with Orion Advisor Tech and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Thursday, December 11, 2025
Matchup hub
Compare Orion Advisor Tech
Every head-to-head showdown featuring Orion Advisor Tech. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Quartr, Sharesight, and Dune keep freemium tiers so you can benchmark Orion Advisor Tech without committing budget.
Orion Advisor Tech rivals most often add coverage in Portfolio, Alerts, and Screeners, so focus there when evaluating upgrades.
24
Matchups catalogued
16
Include free tiers
15
Offer mobile access
43%
Avg category overlap
Category heatmap
How Orion Advisor Tech stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- APIs & SDKs19
- Data APIs18
- Blogs16
- Education13
- Broker Connectors12
- Webhooks8
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Orion Advisor Tech.
- Portfolio18
- Alerts13
- Screeners11
- Watchlist11
- Data Visualizations10
- Financials9
Where Orion Advisor Tech stands alone
Categories that remain exclusive to Orion Advisor Tech across these matchups.
- Courses & Certs24
- GIPS Composite Reporting24
- Monte Carlo23
- Tax Lots / Lot Optimization23
- CRM & Workflow22
- Scenario & Stress Tests22
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Orion Advisor Tech into new workflows.
SS&C Black Diamond Wealth Solutions
62% overlapSS&C Black Diamond Wealth Solutions overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds Document Vault & e-Signature, Portfolio, and Insider Compliance / Pre‑clearance coverage while matching Orion Advisor Tech.
Shared categories
SS&C Black Diamond Wealth Solutions adds
- Document Vault & e-Signature
- Portfolio
- Insider Compliance / Pre‑clearance
- Audit Trail / Supervision
Orion Advisor Tech keeps to itself
- GIPS Composite Reporting
- Risk Metrics
- Scenario & Stress Tests
- Monte Carlo
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Addepar
80% overlapAddepar overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds Wealth Management, Portfolio, and Data Visualizations coverage while matching Orion Advisor Tech.
Shared categories
Addepar adds
- Wealth Management
- Portfolio
- Data Visualizations
Orion Advisor Tech keeps to itself
- GIPS Composite Reporting
- CRM & Workflow
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Envestnet Wealth Management Platform
80% overlapEnvestnet Wealth Management Platform overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds Wealth Management, Portfolio, and Document Vault & e-Signature coverage while matching Orion Advisor Tech.
Shared categories
Envestnet Wealth Management Platform adds
- Wealth Management
- Portfolio
- Document Vault & e-Signature
Orion Advisor Tech keeps to itself
- GIPS Composite Reporting
- Alternatives / Capital Calls & Distributions
- Risk Metrics
- Scenario & Stress Tests
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Masttro
64% overlapMasttro overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Model Portfolios & Sleeves, adds Wealth Management, Document Vault & e-Signature, and Portfolio coverage while matching Orion Advisor Tech.
Shared categories
Masttro adds
- Wealth Management
- Document Vault & e-Signature
- Portfolio
- Custom Dashboards
Orion Advisor Tech keeps to itself
- GIPS Composite Reporting
- Rebalancing & Trading
- Fee Billing & Invoicing
- CRM & Workflow
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Kubera
75% overlapKubera overlaps on Client Portal & Mobile App, Data APIs, and APIs & SDKs, adds Portfolio and Custom Dashboards coverage while matching Orion Advisor Tech.
Kubera adds
- Portfolio
- Custom Dashboards
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Quartr
33% overlapEditor’s pick
Hands-on review
Quartr overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Financials, Transcripts, and Analyst Forecasts coverage while matching Orion Advisor Tech.
Shared categories
Quartr adds
- Financials
- Transcripts
- Analyst Forecasts
- Calendar
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Sharesight
40% overlapSharesight overlaps on Client & Investor Reporting, Client Portal & Mobile App, and Risk Metrics, adds Portfolio, Performance Attribution, and Downloadable Tax Reports coverage while matching Orion Advisor Tech.
Shared categories
Sharesight adds
- Portfolio
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- GIPS Composite Reporting
- Rebalancing & Trading
- Model Portfolios & Sleeves
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Dune
46% overlapDune overlaps on Data APIs, APIs & SDKs, and Webhooks, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Orion Advisor Tech.
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
Fiscal.ai
26% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching Orion Advisor Tech.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Portfolio
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
Portfolio123
30% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Data APIs, APIs & SDKs, and Broker Connectors, adds Screeners, Data Visualizations, and Quant coverage while matching Orion Advisor Tech.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Quant
- Stock Ideas
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
TradingView
26% overlapEditor’s pick
Hands-on review
TradingView overlaps on APIs & SDKs, Webhooks, and Broker Connectors, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Orion Advisor Tech.
Shared categories
TradingView adds
- Screeners
- ETF Screeners
- Data Visualizations
- Options & Derivatives
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobile
Shared pricing
Subscription
GuruFocus
22% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Data APIs, Education, and Blogs, adds Screeners, Stock Ideas, and Stock Comparison coverage while matching Orion Advisor Tech.
Shared categories
GuruFocus adds
- Screeners
- Stock Ideas
- Stock Comparison
- Data Visualizations
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Simply Wall St
25% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Broker Connectors, Education, and Blogs, adds Stock Ideas, Screeners, and Data Visualizations coverage while matching Orion Advisor Tech.
Shared categories
Simply Wall St adds
- Stock Ideas
- Screeners
- Data Visualizations
- Portfolio
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobile
Shared pricing
Subscription
YCharts
22% overlapHands-on review
YCharts overlaps on Risk Metrics, Scenario & Stress Tests, and Data APIs, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Orion Advisor Tech.
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Data Visualizations
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
Visualping
63% overlapVisualping overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Alerts, Regulatory Filings Monitoring, and Other coverage while matching Orion Advisor Tech.
Shared categories
Visualping adds
- Alerts
- Regulatory Filings Monitoring
- Other
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
Web
Shared pricing
Subscription
Interactive Brokers
31% overlapEditor’s pick
Hands-on review
Interactive Brokers overlaps on Risk Metrics, Scenario & Stress Tests, and Data APIs, adds Brokerage, Paper Trading, and Advanced Order Types coverage while matching Orion Advisor Tech.
Shared categories
Interactive Brokers adds
- Brokerage
- Paper Trading
- Advanced Order Types
- Smart/Direct Routing
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
ETF Insider
29% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Risk Metrics, Data APIs, and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage while matching Orion Advisor Tech.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
StockAlert.pro
33% overlapStockAlert.pro overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Alerts, Calendar, and Dividends coverage while matching Orion Advisor Tech.
Shared categories
StockAlert.pro adds
- Alerts
- Calendar
- Dividends
- Stock Ideas
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
The Motley Fool
50% overlapThe Motley Fool overlaps on Education, Blogs, and Videos, adds Stock Ideas, Portfolio, and Watchlist coverage while matching Orion Advisor Tech.
Shared categories
The Motley Fool adds
- Stock Ideas
- Portfolio
- Watchlist
- News
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobile
Shared pricing
Subscription
MarketXLS
19% overlapMarketXLS overlaps on Risk Metrics, Monte Carlo, and Broker Connectors, adds Sheets / Excel Add-ins, Screeners, and Options & Derivatives coverage while matching Orion Advisor Tech.
Shared categories
MarketXLS adds
- Sheets / Excel Add-ins
- Screeners
- Options & Derivatives
- Options
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
Web
Shared pricing
Subscription
Ziggma
27% overlapZiggma overlaps on Risk Metrics, Broker Connectors, and Education, adds Portfolio, Watchlist, and Stock Ideas coverage while matching Orion Advisor Tech.
Shared categories
Ziggma adds
- Portfolio
- Watchlist
- Stock Ideas
- Screeners
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
Web
Shared pricing
Subscription
Listen Notes
60% overlapListen Notes overlaps on Data APIs, APIs & SDKs, and Education, adds Alerts and Other coverage while matching Orion Advisor Tech.
Shared categories
Listen Notes adds
- Alerts
- Other
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Semrush
60% overlapSemrush overlaps on Data APIs, APIs & SDKs, and Blogs, adds App & Website Traffic and Sheets / Excel Add-ins coverage while matching Orion Advisor Tech.
Shared categories
Semrush adds
- App & Website Traffic
- Sheets / Excel Add-ins
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Unusual Whales
20% overlapEditor’s pick
Hands-on review
Unusual Whales overlaps on Data APIs, APIs & SDKs, and Education, adds Screeners, Options & Derivatives, and Portfolio coverage while matching Orion Advisor Tech.
Shared categories
Unusual Whales adds
- Screeners
- Options & Derivatives
- Portfolio
- Paper Trading
Orion Advisor Tech keeps to itself
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- GIPS Composite Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
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.