Interactive Brokers (IBKR) vs Orion Advisor Tech comparison

Interactive Brokers (IBKR) focuses on Brokerage, Advanced Order Types, and Smart/Direct Routing 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.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Interactive Brokers (IBKR) is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Interactive Brokers (IBKR) if you need Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., and Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs.. 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, Options, Bonds, Mutual Funds, and Other. Interactive Brokers (IBKR) also includes Futures, Currencies, and Commodities. Orion Advisor Tech adds coverage for Closed-End Funds, and Funds.

Interactive Brokers (IBKR) 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. Interactive Brokers (IBKR) requires manual portfolio entry or data import.

Interactive Brokers (IBKR) is built with active traders in mind, offering features like real-time data and technical analysis. Orion Advisor Tech is better suited for buy-and-hold investors focused on fundamentals.

Interactive Brokers (IBKR) 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.