Fiscal.ai vs Orion Advisor Tech comparison

Fiscal.ai focuses on Screeners, Stock Comparison, and Data Visualizations while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Fiscal.ai 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 Fiscal.ai and upgrade later if you need more advanced features.

Fiscal.ai 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. Fiscal.ai 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 Fiscal.ai if you need Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.. 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 Stocks, ETFs, Mutual Funds, and Funds. Orion Advisor Tech adds coverage for Closed-End Funds, Bonds, Options, and Other.

Fiscal.ai 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). This is useful for custom analysis or record-keeping.

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

Fiscal.ai 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.