Tool Comparison
Masttro vs Orion Advisor Tech
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want wealth management, portfolio, and custom dashboards.
- Paid from
- $275/mo, billed monthly
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want risk metrics, scenario & stress tests, and monte carlo.
Pick Masttro if
Masttro
Contact for pricing · Web · Mobile · API
- You want wealth management, portfolio, and custom dashboards.
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo, billed monthly · Web · Mobile · API
- You want risk metrics, scenario & stress tests, and monte carlo.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Masttro and Orion Advisor Tech cover a lot of the same ground (3 shared categories, advisor operations, APIs & data feeds, and broker connectors), so for the basics you won't go far wrong with either. Orion Advisor Tech simply does more: 13 categories to Masttro's 7, including risk metrics, scenario & stress tests, and monte carlo. Masttro counters by keeping things simpler.
What readers say
Masttro
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Orion Advisor Tech
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Key differences at a glance
- Global coverage
- Masttro
- Broader coverage
- Orion Advisor Tech13 vs 7 categories
What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitor multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | From $275/mo, billed monthly |
Free tier | No | No |
Free trial | — | — |
Plan limits | — | Risk Intelligence Standalone: pricing model: Per user, per month |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | 700+ direct custodian data feeds | Redtail CRM, Salesforce +6 more |
| Audience & fit | ||
Experience level | Advanced | Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 7 | 13 |
Regions | North America, Europe, LatAm, APAC | North America |
| Data & capabilities | ||
Data quality | Multi-currency | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | Morningstar and ICE Data Services |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more |
Security | 6 signals: SOC2, ISO27001 +4 more | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Masttro | Visit Orion Advisor Tech |
Standout features
The best features of Masttro and Orion Advisor Tech.ShowHide
Standout features
What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitor multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
What Orion Advisor Tech does best
- Tools for running advisor operations through Orion portfolio accounting, billing, configurable reporting, trading, client portal, advisor portal, Redtail CRM, planning, compliance, and risk modules.
- Orion Stacks to bundle capabilities such as Foundation, Essentials, and Advantage, with public annual starting prices.
- Eclipse trading for household-level rebalancing, tax-loss harvesting, asset location, cash monitoring, sleeves, block trading, and multi-custodian trade connectivity.
- Orion Risk Intelligence for 100+ macro stress-test scenarios, portfolio construction, risk dashboards, proposal workflows, IPS support, asset drift, and firm-level risk views.
- Connections for planning workflows through Orion Planning with goals-based and cash-flow planning, Monte Carlo simulations, and portfolio-linked reporting.
All details
Every attribute we track for Masttro and Orion Advisor Tech.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | Advanced | IntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeLatAmAPAC | North America |
Coverage details | Not specified | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | Not specified | MorningstarICE Data Services |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Import methods | CustodianManual | CSVCustodianManual |
Integrations | 700+ direct custodian data feeds | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing |
Export formats | CSVPDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Orion Advisor Solutions, Inc.Country: USFounded 1999 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Entry paid plan | — | $275/moBilled monthly“Risk Intelligence Standalone”pricing model: Per user, per month |
| Tier 2 | — | $13000/yrBilled annually≈ $1083.33/mo“Orion Foundation Stack” |
| Tier 3 | — | $18000/yrBilled annually≈ $1500/mo“Orion Essentials Stack” |
| Top plan | — | $28000/yrBilled annually≈ $2333.33/mo“Orion Advantage Stack” |
| Custom / enterprise | Contact sales“Fixed annual license” | — |
Questions we keep getting
What's the difference between Masttro and Orion Advisor Tech?
Masttro leans toward wealth management, advisor operations, and portfolio, while Orion Advisor Tech puts more weight on advisor operations, risk metrics, and scenario & stress tests. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Masttro and Orion Advisor Tech cost?
Neither has a free plan; you'll need a paid subscription for the full feature set of either. Check each tool's current plan details before buying.
Do Masttro and Orion Advisor Tech have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Masttro or Orion Advisor Tech?
It depends on what you're after. Pick Masttro if wealth management and portfolio matter to you; go with Orion Advisor Tech if you'd rather have risk metrics and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Orion Advisor Tech cover?
Both cover stocks, bonds, mutual funds, and other. Masttro also handles hedge funds, private funds, and real estate. Orion Advisor Tech adds ETFs, closed-end funds, and options on top.
Which covers international markets: Masttro or Orion Advisor Tech?
Masttro has documented international coverage (North America, Europe, LatAm, and APAC), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Masttro and Orion Advisor Tech?
Yes, both export to spreadsheets (Masttro: CSV; Orion Advisor Tech: Excel), which is handy if you like running your own numbers.
Can Masttro or Orion Advisor Tech connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Masttro or Orion Advisor Tech?
Masttro handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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