Investment Masters Class (MastersInvest.com) vs Orion Advisor Tech comparison

Investment Masters Class (MastersInvest.com) focuses on Education, Blogs, and Newsletters 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.

Investment Masters Class (MastersInvest.com) 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 Investment Masters Class (MastersInvest.com) and upgrade later if you need more advanced features.

Investment Masters Class (MastersInvest.com) 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. Investment Masters Class (MastersInvest.com) is web-only, so you'll need a browser to access it from mobile devices.

Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Investment Masters Class (MastersInvest.com) doesn't currently offer an API, so you'll need to use their web interface.

Choose Investment Masters Class (MastersInvest.com) if you need A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., and Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.. 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 Other. Orion Advisor Tech adds coverage for Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, and Funds.

Orion Advisor Tech supports data exports to Excel, and PDF. Investment Masters Class (MastersInvest.com) has more limited export options.

Orion Advisor Tech connects with brokers for portfolio syncing. Investment Masters Class (MastersInvest.com) requires manual portfolio entry or data import.

Orion Advisor Tech offers portfolio tracking features. Investment Masters Class (MastersInvest.com) is more focused on research and analysis.