★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Insider vs Orion Advisor Tech
ETF Insider
Best for ETF screeners and screeners
Free • From $14/mo
Orion Advisor Tech
Best for advisor operations and scenario & stress tests
From $275/mo
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
ETF Insider and Orion Advisor Tech cover a lot of the same ground (3 shared categories, risk metrics, APIs & data feeds, and blogs), so for the basics you won't go far wrong with either. The real difference is focus: only ETF Insider gives you ETF screeners and screeners, and only Orion Advisor Tech gives you advisor operations and scenario & stress tests.
Key differences at a glance
- Mobile app
- Orion Advisor Tech
- Free plan
- ETF Insider
- Cheaper paid plan
- ETF Insider$14/mo vs $275/mo
- Real-time data
- ETF Insider
- Broker sync
- Orion Advisor Tech
- Asset coverage
- Orion Advisor TechAdds closed-end funds and bonds
Choose
ETF Insider if…
- Delayed quotes won't cut it; you need real-time data
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $14/mo instead of $275/mo
- You care about ETF screeners, screeners, and data visualizations, things Orion Advisor Tech doesn't offer
Choose
Orion Advisor Tech if…
- You do a lot of your research from your phone
- You care about advisor operations, scenario & stress tests, and monte carlo, things ETF Insider doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | From $275/mo |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | Risk Intelligence Standalone: pricing model: Per user, per month |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
Broker sync | No | Yes |
Integrations | — | Redtail CRM, Salesforce +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 11 | 13 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | SEC EDGAR and Issuer Websites | Morningstar and ICE Data Services |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more |
Security | — | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit ETF Insider | Visit Orion Advisor Tech |
Standout features
What ETF Insider does best
- Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
- Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
- Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
- ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
- Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.
What Orion Advisor Tech does best
- 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.
- Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- 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.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | SEC EDGARIssuer Websites | MorningstarICE Data Services |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Import methods | CSVManual | CSVCustodianManual |
Integrations | Not specified | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing |
Export formats | ImagePDFExcel | ExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | Orion Advisor Solutions, Inc.Country: USFounded 1999 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$14/mo
Lower starting price
Plans & pricing
- saved portfolios: 4
- holdings depth: Limited full holdings data
- saved portfolios: Unlimited
- holdings depth: Unlimited full holdings data
- +1 more
$275/mo
Starting price
Plans & pricing
- pricing model: Per user, per month
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
ETF Insider strengths
8What you only get with ETF Insider.
Orion Advisor Tech strengths
10What you only get with Orion Advisor Tech.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between ETF Insider and Orion Advisor Tech?
ETF Insider leans toward ETF screeners, screeners, and data visualizations, while Orion Advisor Tech puts more weight on advisor operations, risk metrics, and scenario & stress tests. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is ETF Insider or Orion Advisor Tech free to use?
ETF Insider has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with ETF Insider and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Insider or Orion Advisor Tech?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use ETF Insider or Orion Advisor Tech on my phone?
Orion Advisor Tech lists a dedicated mobile app, so it travels better. ETF Insider doesn't list a dedicated mobile app; its documented access is web and API.
Do ETF Insider and Orion Advisor Tech have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose ETF Insider or Orion Advisor Tech?
It depends on what you're after. Pick ETF Insider if ETF screeners and screeners matter to you; go with Orion Advisor Tech if you'd rather have advisor operations and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and Orion Advisor Tech cover?
Both cover ETFs, mutual funds, and stocks. Orion Advisor Tech adds closed-end funds, bonds, and options on top.
Does ETF Insider or Orion Advisor Tech have real-time data?
ETF Insider offers real-time data, which matters if you trade actively. Orion Advisor Tech runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from ETF Insider and Orion Advisor Tech?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can ETF Insider or Orion Advisor Tech connect to my broker?
Orion Advisor Tech syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or Orion Advisor Tech?
ETF Insider has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Insider or Orion Advisor Tech?
ETF Insider handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.