Tool Comparison
Addepar vs Orion Advisor Tech
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want wealth management, portfolio, and data visualizations.
- Paid from
- $275/mo, billed monthly
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want risk metrics, scenario & stress tests, and monte carlo.
Pick Addepar if
Addepar
Contact for pricing · Web · Mobile · API
- You want wealth management, portfolio, and data visualizations.
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo, billed monthly · Web · Mobile · API
- You want risk metrics, scenario & stress tests, and monte carlo.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Addepar and Orion Advisor Tech cover a lot of the same ground (4 shared categories, including advisor operations, tax lots / lot optimization, and APIs & data feeds), so for the basics you won't go far wrong with either. Orion Advisor Tech simply does more: 13 categories to Addepar's 7, including risk metrics, scenario & stress tests, and monte carlo. Addepar counters by keeping things simpler.
What readers say
Addepar
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Orion Advisor Tech
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Key differences at a glance
- Global coverage
- Addepar
- Broader coverage
- Orion Advisor Tech13 vs 7 categories
What Addepar does best
- Aggregate portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- Use one data model for accounting, analytics, reporting, dashboards, billing, tax lots, and client portals.
- Build branded reports and dashboards with configurable layouts, templates, charts, and audience-specific views.
- Addepar Trading supports model trading, drift checks, rebalancing, block trades, and account or household workflows where licensed.
- Navigator handles projections and scenarios for cash flows, capital-market assumptions, and private investments where available.
What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | From $275/mo, billed monthly |
Free tier | No | No |
Free trial | — | — |
Plan limits | — | Risk Intelligence Standalone: pricing model: Per user, per month |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Fidelity, Schwab +8 more | Redtail CRM, Salesforce +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 7 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 6 signals: Latency: End of Day, Granularity: EOD +4 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 5 partners: ICE Data Services, Morningstar +3 more | Morningstar and ICE Data Services |
Capabilities | 20 signals: Broker sync, Tax lots +18 more | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more |
Security | Role-based access | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Addepar | Visit Orion Advisor Tech |
Standout features
The best features of Addepar and Orion Advisor Tech.ShowHide
Standout features
What Addepar does best
- Aggregate portfolios across custodians, managers, entities, households, currencies, public markets, private funds, real estate, digital assets, and custom assets.
- Use one data model for accounting, analytics, reporting, dashboards, billing, tax lots, and client portals.
- Build branded reports and dashboards with configurable layouts, templates, charts, and audience-specific views.
- Addepar Trading supports model trading, drift checks, rebalancing, block trades, and account or household workflows where licensed.
- Navigator handles projections and scenarios for cash flows, capital-market assumptions, and private investments where available.
What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
All details
Every attribute we track for Addepar and Orion Advisor Tech.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate Funds+4 more | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: CUSIP, ISIN, SEDOL, and Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Vendor |
Data partners | ICE Data ServicesMorningstarPitchBookCambridge AssociatesHedge Fund Research (HFR) | MorningstarICE Data Services |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKey and OAuth2Docs | Auth: APIKeyWebhooksDocs |
Import methods | CustodianManual | CSVCustodianManual |
Integrations | FidelitySchwabICEMorningstarPitchBookCoinbaseEaglebrookCambridge Associates+2 more | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing |
Export formats | JSONPDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | Role-based access | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit |
Capability signals | Broker syncTax lotsWash sale detectionRebalancingMulti-currencyCost basis: FIFO and LIFOHouseholdingMulti-entity structures+12 more | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more |
Vendor & support | Addepar, Inc.Country: United StatesSupport: Email, Phone, and Forum | Orion Advisor Solutions, Inc.Country: USFounded 1999 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Entry paid plan | — | $275/moBilled monthly“Risk Intelligence Standalone”pricing model: Per user, per month |
| Tier 2 | — | $13000/yrBilled annually≈ $1083.33/mo“Orion Foundation Stack” |
| Tier 3 | — | $18000/yrBilled annually≈ $1500/mo“Orion Essentials Stack” |
| Top plan | — | $28000/yrBilled annually≈ $2333.33/mo“Orion Advantage Stack” |
| Custom / enterprise | Contact sales“Platform (SaaS)” | — |
Questions we keep getting
What's the difference between Addepar and Orion Advisor Tech?
Addepar leans toward wealth management, portfolio, and advisor operations, while Orion Advisor Tech puts more weight on advisor operations, risk metrics, and scenario & stress tests. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Addepar and Orion Advisor Tech cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. Check each tool's current plan details before buying.
Do Addepar and Orion Advisor Tech have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Addepar or Orion Advisor Tech?
It depends on what you're after. Pick Addepar if wealth management and portfolio matter to you; go with Orion Advisor Tech if you'd rather have risk metrics and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Addepar and Orion Advisor Tech cover?
Both cover stocks, bonds, ETFs, and mutual funds. Addepar also handles currencies, private funds, and real estate. Orion Advisor Tech adds other on top.
Which covers international markets: Addepar or Orion Advisor Tech?
Addepar has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Addepar and Orion Advisor Tech?
Orion Advisor Tech exports to Excel. Addepar is stingier about getting data out.
Can Addepar or Orion Advisor Tech connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Addepar or Orion Advisor Tech?
Addepar handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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