VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Orion Advisor Tech comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
At a glance
| Envestnet Wealth Management Platform | Orion Advisor Tech | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $275/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | Orion Advisor Tech |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Not specified | End of Day |
API access | REST | REST |
Export formats | CSVExcel | ExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by Orion Advisor Tech only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and Orion Advisor Tech?
Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform or Orion Advisor Tech?
Choose Envestnet Wealth Management Platform if you need End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process.. 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 Envestnet Wealth Management Platform and Orion Advisor Tech cover?
Both cover Stocks, ETFs, Mutual Funds, Funds, and Bonds. Envestnet Wealth Management Platform also includes Real Estate, Hedge Funds, and Private Funds. Orion Advisor Tech adds coverage for Closed-End Funds, Options, and Other.
Can I export data from Envestnet Wealth Management Platform and Orion Advisor Tech?
Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.
Can Envestnet Wealth Management Platform 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 Envestnet Wealth Management Platform 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.