ETF Insider vs Orion Advisor Tech comparison

ETF Insider focuses on ETF Screeners, Screeners, and Data Visualizations while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

ETF Insider 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 ETF Insider and upgrade later if you need more advanced features.

ETF Insider 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. ETF Insider is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose ETF Insider if you need 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., and 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.. 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 ETFs, Mutual Funds, and Stocks. Orion Advisor Tech adds coverage for Closed-End Funds, Bonds, Options, Funds, and Other.

ETF Insider offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (PDF, and Excel). This is useful for custom analysis or record-keeping.

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

ETF Insider includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.