VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
Federal Reserve Bank of New York - Data & Statistics vs Orion Advisor Tech
Federal Reserve Bank of New York - Data & Statistics vs Orion Advisor Tech: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Federal Reserve Bank of New York - Data & Statistics
newyorkfed.org
Best for central bank watcher, and interest rates
- Pricing
- Free
- Platforms
- Web, API
Orion Advisor Tech
orion.com
Best for portfolio accounting / book of record, and client & investor reporting
- Pricing
- From $275/mo
- Platforms
- Web, Mobile, API
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Federal Reserve Bank of New York - Data & Statistics if…
- You want to start free before paying
- You’re just getting started and want an approachable UI
- 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).
- You need reference rates administered by ny fed: effr, obfr, sofr (plus bgcr/tgcr/tri‑party gc), with stated daily publication times.
Choose
Orion Advisor Tech if…
- You need a mobile app for on-the-go research
- You need 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.
- You need denali ai brings data, workflows and insights across crm, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- You need 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.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Federal Reserve Bank of New York - Data & Statistics | Orion Advisor Tech |
|---|---|---|
Asset types | BondsCurrenciesOther | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North America | North America |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | CSVExcelJSONXMLPDF | ExcelPDF |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Federal Reserve Bank of New York - Data & Statistics
—
Starting price
Plans & pricing
Tool
Orion Advisor Tech
$275/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Federal Reserve Bank of New York - Data & Statistics only.
Categories covered by Orion Advisor Tech only.
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Federal Reserve Bank of New York - Data & Statistics and Orion Advisor Tech?
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.
Is Federal Reserve Bank of New York - Data & Statistics or Orion Advisor Tech free to use?
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.
Which is better for beginners—Federal Reserve Bank of New York - Data & Statistics or Orion Advisor Tech?
Federal Reserve Bank of New York - Data & Statistics is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Federal Reserve Bank of New York - Data & Statistics or Orion Advisor Tech on my phone?
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.
Do Federal Reserve Bank of New York - Data & Statistics 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 Federal Reserve Bank of New York - Data & Statistics or Orion Advisor Tech?
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 Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms. better fits how you invest.
What asset classes do Federal Reserve Bank of New York - Data & Statistics and Orion Advisor Tech cover?
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.
Can I export data from Federal Reserve Bank of New York - Data & Statistics and Orion Advisor Tech?
Both platforms let you export data to spreadsheets (Excel, and PDF). This is useful for custom analysis or record-keeping.
Can Federal Reserve Bank of New York - Data & Statistics or Orion Advisor Tech connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. Federal Reserve Bank of New York - Data & Statistics requires manual portfolio entry or data import.
Can I track my portfolio with Federal Reserve Bank of New York - Data & Statistics or Orion Advisor Tech?
Orion Advisor Tech offers portfolio tracking features. Federal Reserve Bank of New York - Data & Statistics is more focused on research and analysis.
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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.