VOL. XCIV, NO. 247

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Friday, December 12, 2025

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Tool Comparison

In Practise vs Orion Advisor Tech comparison

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

Quick takeaways

In Practise adds Transcripts, and Playbooks & Case Studies 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, Education, and Courses & Certs categories that In Practise omits.

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

Orion Advisor Tech offers mobile access, which In Practise skips.

In depth comparison

In Practise

inpractise.com

A research library of executive interviews created for long-term fundamental investors. The free plan (forever free) includes around 40+ interviews per year and a weekly newsletter, while paid membership unlocks the full library, additional research, and integration with podcast apps. The Partner program lets clients commission and publish interviews (with a short exclusivity window) or keep them private; interviews typically cost $500 each.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Extensive library of executive interviews, all conducted by experienced fundamental investors.
Steady cadence of 25+ new interviews and content pieces added each month.
Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration.
Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.
Podcast integration: accounts can be linked to Spotify or accessed through an RSS feed for other players.

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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

In Practise

Distinct strengths include:

Transcripts Playbooks & Case Studies

Extensive library of executive interviews, all conducted by experienced fundamental investors.
Steady cadence of 25+ new interviews and content pieces added each month.
Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration.
Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.

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	In Practise	Orion Advisor Tech
Categories Which research workflows each platform targets	Shared: Videos, Newsletters, Blogs Unique: Transcripts, Playbooks & Case Studies	Shared: Videos, Newsletters, Blogs 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, Education, Courses & Certs
Asset types Supported asset classes and universes	Other	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, Funds, Other
Experience levels Who each product is built for	Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Extensive library of executive interviews, all conducted by experienced fundamental investors. Steady cadence of 25+ new interviews and content pieces added each month. Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration. Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access. Podcast integration: accounts can be linked to Spotify or accessed through an RSS feed for other players. Every interview page includes a full transcript and downloadable PDF version.	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 In Practise and Orion Advisor Tech both support?

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

Which tool offers a free plan?

In Practise 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 In Practise focuses on web or desktop access.

What unique strengths set the two platforms apart?

In Practise differentiates itself with Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., and Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration., 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..

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