VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

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Friday, December 12, 2025

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Tool Comparison

Finimize vs Orion Advisor Tech comparison

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

Quick takeaways

Finimize adds Stock Ideas, and News 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, Data APIs, APIs & SDKs, Webhooks, Broker Connectors, Courses & Certs, and Videos categories that Finimize omits.

Finimize has a free tier, while Orion Advisor Tech requires a paid plan.

In depth comparison

Finimize logo

Finimize

finimize.com

A consumer-facing investing insights product best known for its quick daily newsletter and app experience. The free tier covers top market stories in minutes, while the Pro subscription adds analyst research, real-time fundamentals for U.S. equities, audio formats, and monthly live Q&A sessions with analysts. Pricing is roughly $200 per year or $29 per month, with localized checkout options. Intraday U.S. pricing and company data are sourced from IEX.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Free daily newsletter that distills global market and investing news into a 3-minute read.
  • Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
  • Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
  • Built-in audio mode (“Listen”) for most articles on web and mobile.
  • Intraday pricing and U.S. company data on Markets pages are provided by IEX.

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Orion Advisor Tech logo

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

Finimize

Distinct strengths include:

Stock IdeasNews
  • Free daily newsletter that distills global market and investing news into a 3-minute read.
  • Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
  • Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
  • Built-in audio mode (“Listen”) for most articles on web and mobile.

Orion Advisor Tech

Distinct strengths include:

Portfolio Accounting / Book of RecordClient & Investor ReportingGIPS Composite ReportingRebalancing & TradingModel Portfolios & SleevesFee Billing & InvoicingHouseholding & Multi-EntityAlternatives / 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

AttributeFinimizeOrion Advisor Tech
Categories

Which research workflows each platform targets

Shared: Education, Blogs, Newsletters

Unique: Stock Ideas, News

Shared: Education, Blogs, Newsletters

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, Data APIs, APIs & SDKs, Webhooks, Broker Connectors, Courses & Certs, Videos

Asset types

Supported asset classes and universes

Stocks, ETFs, Cryptos, Commodities, Currencies, Bonds

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, Mobile

Web, Mobile, API

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Free daily newsletter that distills global market and investing news into a 3-minute read.
  • Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
  • Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
  • Built-in audio mode (“Listen”) for most articles on web and mobile.
  • Intraday pricing and U.S. company data on Markets pages are provided by IEX.
  • Pricing: around $200 annually (includes a 7-day free trial) or $29 monthly, subject to local variations.

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

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Finimize and Orion Advisor Tech both support?

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

Which tool offers a free plan?

Finimize offers a free entry point, while Orion Advisor Tech requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Finimize and Orion Advisor Tech?

Both Finimize and Orion Advisor Tech support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Finimize differentiates itself with Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., 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

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.