VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

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

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Federal Reserve Bank of New York - Data & Statistics adds Central Bank Watcher, Interest Rates, Yield Curves, Calendar, Housing & Construction, and Inflation Rates coverage that Orion Advisor Tech skips.

Orion Advisor Tech includes Portfolio Accounting / Book of Record, Client & Investor Reporting, GIPS Composite Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Risk Metrics, Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, Webhooks, Broker Connectors, Education, Courses & Certs, Blogs, and Videos categories that Federal Reserve Bank of New York - Data & Statistics omits.

Federal Reserve Bank of New York - Data & Statistics has a free tier, while Orion Advisor Tech requires a paid plan.

Orion Advisor Tech offers mobile access, which Federal Reserve Bank of New York - Data & Statistics skips.

In depth comparison

Federal Reserve Bank of New York - Data & Statistics

newyorkfed.org

Official New York Fed hub for rates, markets operations data, and research indicators. Highlights: reference rates (EFFR, OBFR, SOFR & SOFR Averages/Index), Markets Data Dashboard, SOMA holdings & operations results, Primary Dealer Statistics, GSCPI, SCE microdata, and regional surveys (e.g., Empire State Manufacturing). Markets Data APIs and page-level export tools provide JSON/CSV/XML/Excel programmatic access. Publication times for key rates are stated (e.g., SOFR ~8:00 a.m. ET; EFFR ~9:00 a.m. ET).

Platforms

WebAPI

Pricing

Free

Quick highlights

Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics).
Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times.
SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes.
Primary Dealer Statistics: weekly time series (positions, transactions, financing, fails) back to Jan 28, 1998; updated Thursdays ~4:15 p.m. ET; exportable for automated use.
SOMA holdings: ‘Data Export Builder’ with direct downloads and API construction guidance.

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Orion Advisor Tech

orion.com

Integrated advisor-technology stack for RIAs and wealth firms, combining portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, and client/advisor portals. Modules can be purchased standalone (e.g., Risk Intelligence with per-user SaaS pricing) or bundled into Essentials / Advantage Stacks; pricing for most stacks is by custom proposal.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Risk Intelligence standalone pricing is published at $275 per user per month (with optional annual billing discount) and includes full access to stress tests, portfolio construction, 3D risk profile, proposal builder, and related tools; the module is also bundled into the Orion Advantage Stack.

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Where they differ

Federal Reserve Bank of New York - Data & Statistics

Distinct strengths include:

Central Bank Watcher Interest Rates Yield Curves Calendar Housing & Construction Inflation Rates

Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics).
Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times.
SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes.
Primary Dealer Statistics: weekly time series (positions, transactions, financing, fails) back to Jan 28, 1998; updated Thursdays ~4:15 p.m. ET; exportable for automated use.

Orion Advisor Tech

Distinct strengths include:

Portfolio Accounting / Book of Record Client & Investor Reporting GIPS Composite Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions

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.
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.

Feature-by-feature breakdown

Attribute	Federal Reserve Bank of New York - Data & Statistics	Orion Advisor Tech
Categories Which research workflows each platform targets	Shared: Data APIs, Newsletters, APIs & SDKs Unique: Central Bank Watcher, Interest Rates, Yield Curves, Calendar, Housing & Construction, Inflation Rates	Shared: Data APIs, Newsletters, APIs & SDKs Unique: Portfolio Accounting / Book of Record, Client & Investor Reporting, GIPS Composite Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Risk Metrics, Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, Webhooks, Broker Connectors, Education, Courses & Certs, Blogs, Videos
Asset types Supported asset classes and universes	Bonds, Currencies, Other	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, API	Web, Mobile, API
Pricing High-level pricing models	Free	Subscription
Key features Core capabilities called out by each vendor	Unique Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics). Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times. SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes. Primary Dealer Statistics: weekly time series (positions, transactions, financing, fails) back to Jan 28, 1998; updated Thursdays ~4:15 p.m. ET; exportable for automated use. SOMA holdings: ‘Data Export Builder’ with direct downloads and API construction guidance. Regional + national indicators: Empire State Manufacturing Survey (monthly; 8:30 a.m. releases with CSV tables), Business Leaders Survey, Survey of Consumer Expectations (dashboards and public microdata), GSCPI, term premia & yield‑curve indicators.	Unique 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. 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. Risk Intelligence standalone pricing is published at $275 per user per month (with optional annual billing discount) and includes full access to stress tests, portfolio construction, 3D risk profile, proposal builder, and related tools; the module is also bundled into the Orion Advantage Stack. Orion Planning adds goals- and cash-flow-based financial planning with Monte Carlo simulations and probability-of-success metrics, tying client financial goals back to Orion portfolios and reports.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Federal Reserve Bank of New York - Data & Statistics and Orion Advisor Tech both support?

Both platforms cover Data APIs, Newsletters, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Federal Reserve Bank of New York - Data & Statistics offers a free entry point, while Orion Advisor Tech requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Orion Advisor Tech ships a dedicated mobile experience, while Federal Reserve Bank of New York - Data & Statistics focuses on web or desktop access.

What unique strengths set the two platforms apart?

Federal Reserve Bank of New York - Data & Statistics differentiates itself with Markets Data Dashboard: one stop for Desk operations and reference rates (repos/RRP, Treasury & Agency MBS operations, liquidity swaps, SOMA holdings, Primary Dealer Statistics)., Reference rates administered by NY Fed: EFFR, OBFR, SOFR (plus BGCR/TGCR/Tri‑party GC), with stated daily publication times., and SOFR Averages (30/90/180‑day) & SOFR Index (index = 1.00000000 on April 2, 2018) with methodology notes., whereas Orion Advisor Tech stands out for 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., 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., and 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..

Keep exploring

Stay on top of related tools

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