VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Friday, January 30, 2026
Tool Comparison
Addepar vs Orion Advisor Tech comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | Orion Advisor Tech | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $275/mo |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Orion Advisor Tech |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | JSONPDF | ExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Frequently Asked Questions
What's the difference between Addepar and Orion Advisor Tech?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 12 categories, so choose based on your preferred workflow and pricing.
How much do Addepar and Orion Advisor Tech cost?
Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.
Do Addepar and Orion Advisor Tech have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or Orion Advisor Tech?
Choose Addepar if you need 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., and 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]. Go with Orion Advisor Tech if Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services. better fits how you invest.
What asset classes do Addepar and Orion Advisor Tech cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, and Options. Addepar also includes Currencies, Private Funds, Real Estate, Futures, and Cryptos. Orion Advisor Tech adds coverage for Other.
Can I export data from Addepar and Orion Advisor Tech?
Orion Advisor Tech supports data exports to Excel, and PDF. Addepar has more limited export options.
Can Addepar or Orion Advisor Tech connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Can I track my portfolio with Addepar or Orion Advisor Tech?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.