VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Thursday, December 11, 2025

Tool Comparison

Khan Academy (Economics & Finance) vs Orion Advisor Tech comparison

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

Quick takeaways

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, Blogs, and Newsletters categories that Khan Academy (Economics & Finance) omits.

Khan Academy (Economics & Finance) has a free tier, while Orion Advisor Tech requires a paid plan.

In depth comparison

Khan Academy (Economics & Finance)

khanacademy.org

Completely free courses in microeconomics, macroeconomics, finance, capital markets, and personal finance. No certificates are awarded. Mobile apps support offline video, practice exercises, and progress sync across devices.

Platforms

WebMobile

Pricing

Free

Quick highlights

Domain hub with structured courses combining videos, articles, and practice exercises across economics, finance, and capital markets.
Finance & Capital Markets lessons covering stocks, bonds, cash flow, and interest concepts.
Full AP®/College-level courses in Macroeconomics and Microeconomics.
Personal Finance curriculum covering saving, budgeting, debt management, investing, and retirement planning.
Derivatives lessons include options, futures, swaps, and mortgage-backed/structured products such as MBS and CDOs.

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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

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	Khan Academy (Economics & Finance)	Orion Advisor Tech
Categories Which research workflows each platform targets	Shared: Education, Courses & Certs, Videos	Shared: Education, Courses & Certs, Videos 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, Blogs, Newsletters
Asset types Supported asset classes and universes	Stocks, Bonds, Options, ETFs, Mutual Funds	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
Key features Core capabilities called out by each vendor	Unique Domain hub with structured courses combining videos, articles, and practice exercises across economics, finance, and capital markets. Finance & Capital Markets lessons covering stocks, bonds, cash flow, and interest concepts. Full AP®/College-level courses in Macroeconomics and Microeconomics. Personal Finance curriculum covering saving, budgeting, debt management, investing, and retirement planning. Derivatives lessons include options, futures, swaps, and mortgage-backed/structured products such as MBS and CDOs. Mobile apps (iOS/Android) with quizzes, progress sync, and offline video downloads.	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 Khan Academy (Economics & Finance) and Orion Advisor Tech both support?

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

Which tool offers a free plan?

Khan Academy (Economics & Finance) 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 Khan Academy (Economics & Finance) and Orion Advisor Tech?

Both Khan Academy (Economics & Finance) 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?

Khan Academy (Economics & Finance) differentiates itself with Domain hub with structured courses combining videos, articles, and practice exercises across economics, finance, and capital markets., Finance & Capital Markets lessons covering stocks, bonds, cash flow, and interest concepts., and Full AP®/College-level courses in Macroeconomics and Microeconomics., 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

Stay on top of related tools

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