VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Kubera vs Orion Advisor Tech comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Kubera | Orion Advisor Tech | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | $20.75/mo | $275/mo |
| Enterprise option | ||
| Available plans | Essentials, Black, Kubera White Label | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack |
Vote sentiment comparison
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Platform details
| Attribute | Kubera | Orion Advisor Tech |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate FundsFundsOther | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Not specified | End of Day |
API access | Not specified | REST |
Export formats | Excel | ExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Frequently Asked Questions
What's the difference between Kubera and Orion Advisor Tech?
Kubera focuses on Portfolio, Broker Connectors, and Data APIs 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.
How much do Kubera and Orion Advisor Tech cost?
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.
Do Kubera and Orion Advisor Tech have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Kubera or Orion Advisor Tech?
Choose Kubera if you need Unified net-worth and portfolio dashboard that aggregates global bank, brokerage, crypto and other financial accounts via multiple account aggregators (Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge), plus manual assets - so you can track nearly any stock, ETF or mutual fund across major exchanges worldwide., and Broad multi-asset coverage including bank accounts, stocks, bonds, funds, private-company equity via Carta, venture investments, crypto wallets and exchanges, DeFi assets, real estate, vehicles, precious metals and other alternatives.. 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.
What asset classes do Kubera and Orion Advisor Tech cover?
Both cover Stocks, Bonds, ETFs, Mutual Funds, Funds, and Other. Kubera also includes Cryptos, Real Estate, Commodities, and Private Funds. Orion Advisor Tech adds coverage for Closed-End Funds, and Options.
Can I export data from Kubera and Orion Advisor Tech?
Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.
Can Kubera or Orion Advisor Tech connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. Kubera requires manual portfolio entry or data import.
Can I track my portfolio with Kubera or Orion Advisor Tech?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.