Bridgewater Associates vs Orion Advisor Tech comparison

Bridgewater Associates focuses on Wealth Management, Blogs, and Videos while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Bridgewater Associates offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Bridgewater Associates and upgrade later if you need more advanced features.

Bridgewater Associates is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Orion Advisor Tech has a mobile app so you can check your research on the go. Bridgewater Associates is web-only, so you'll need a browser to access it from mobile devices.

Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Bridgewater Associates doesn't currently offer an API, so you'll need to use their web interface.

Choose Bridgewater Associates if you need Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations., and Investments are not available to retail investors; the public website is informational only.. 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.

Both cover common asset types. Bridgewater Associates also includes Hedge Funds. Orion Advisor Tech adds coverage for Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, Funds, and Other.

Orion Advisor Tech supports data exports to Excel, and PDF. Bridgewater Associates has more limited export options.

Orion Advisor Tech connects with brokers for portfolio syncing. Bridgewater Associates requires manual portfolio entry or data import.

Orion Advisor Tech offers portfolio tracking features. Bridgewater Associates is more focused on research and analysis.