Federal Reserve Bank of New York - Data & Statistics vs Orion Advisor Tech comparison

Federal Reserve Bank of New York - Data & Statistics focuses on Data APIs, Central Bank Watcher, and Interest Rates while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Federal Reserve Bank of New York - Data & Statistics 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 Federal Reserve Bank of New York - Data & Statistics and upgrade later if you need more advanced features.

Federal Reserve Bank of New York - Data & Statistics 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. Federal Reserve Bank of New York - Data & Statistics 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 Federal Reserve Bank of New York - Data & Statistics if you need Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics)., and Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times.. 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 Bonds, and Other. Federal Reserve Bank of New York - Data & Statistics also includes Currencies. Orion Advisor Tech adds coverage for Stocks, ETFs, Mutual Funds, Closed-End Funds, Options, and Funds.

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

Orion Advisor Tech connects with brokers for portfolio syncing. Federal Reserve Bank of New York - Data & Statistics requires manual portfolio entry or data import.

Orion Advisor Tech offers portfolio tracking features. Federal Reserve Bank of New York - Data & Statistics is more focused on research and analysis.