Capitol Trades vs Orion Advisor Tech comparison

Capitol Trades focuses on US Government Trades, News, and Blogs while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Capitol Trades 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 Capitol Trades and upgrade later if you need more advanced features.

Capitol Trades is more beginner-friendly with an approachable interface. Orion Advisor Tech is geared toward experienced investors who need advanced analytical tools.

Orion Advisor Tech has a mobile app so you can check your research on the go. Capitol Trades 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. Capitol Trades doesn't currently offer an API, so you'll need to use their web interface.

Choose Capitol Trades if you need Tracks U.S. politicians’ disclosed trades (Senate/Congress) and presents them via Trades, Politicians, and Issuers explorers., and Claims “new trades and analytics are published as close to real-time as possible”; also offers a Twitter feed for newly published trades.. 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 Stocks, ETFs, Mutual Funds, Options, Bonds, and Other. Capitol Trades also includes Cryptos, and Private Funds. Orion Advisor Tech adds coverage for Closed-End Funds, and Funds.

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

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

Orion Advisor Tech offers portfolio tracking features. Capitol Trades is more focused on research and analysis.