Bridgewater Associates vs Orion Advisor Tech comparison

Both platforms cover Blogs, Videos, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.

Bridgewater Associates offers a free entry point, while Orion Advisor Tech requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Orion Advisor Tech ships a dedicated mobile experience, while Bridgewater Associates focuses on web or desktop access.

Bridgewater Associates differentiates itself with Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations., Investments are not available to retail investors; the public website is informational only., and Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments)., whereas Orion Advisor Tech stands out for 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., 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., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity..