Dune vs Orion Advisor Tech comparison

Unique

• Web-based onchain analytics studio to query decoded blockchain data with SQL and build interactive dashboards across EVM and non‑EVM chains.
• Analytics Hub surfaces include a query editor, visualization builder, dashboards, Dune AI, upload-data flows, search and alerts so analysts can go from raw onchain tables to shareable insights in one place.
• Dashboards support multiple visualization types plus markdown/text widgets where you can embed images or GIFs, lay out tiles, and add widgets directly from the query editor.
• Alerts run on scheduled queries and can deliver notifications by email or via webhooks (including Slack) whenever the query executes, making it easier to monitor custom onchain conditions.
• Upload Data lets you import CSV files into Dune, query them like any other table, and optionally keep uploads private on premium plans; updates can be pushed via the API.
• Analytics APIs expose the same datasets that power dashboards over REST, letting you execute saved queries, fetch results as JSON or CSV, and integrate via Trino/dbt connectors or other tools.

Unique

• 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.
• 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.
• Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
• Risk Intelligence standalone pricing is published at $275 per user per month (with optional annual billing discount) and includes full access to stress tests, portfolio construction, 3D risk profile, proposal builder, and related tools; the module is also bundled into the Orion Advantage Stack.
• Orion Planning adds goals- and cash-flow-based financial planning with Monte Carlo simulations and probability-of-success metrics, tying client financial goals back to Orion portfolios and reports.