★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Orion Advisor Tech
Pick Masttro if
Masttro
Subscription · Web · Mobile · API
- You care about wealth management, portfolio, and custom dashboards, things Orion Advisor Tech doesn't offer
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You care about risk metrics, scenario & stress tests, and monte carlo, things Masttro doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
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
Vote once to reveal the community verdict.
Orion Advisor Tech
Vote once to reveal the community verdict.
Key differences at a glance
- Global coverage
- Masttro
- Broader coverage
- Orion Advisor Tech13 vs 7 categories
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | From $275/mo |
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 |
Where each one shines
What Masttro and Orion Advisor Tech each do best.ShowHide
Where each one shines
What Masttro and Orion Advisor Tech each do best.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.
- Monitoring 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.
Every detail we compared
Every tracked attribute for Masttro and Orion Advisor Tech, side by side.ShowHide
Every detail we compared
Every tracked attribute for Masttro and Orion Advisor Tech, side by side.| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Entry paid plan | Subscription“Fixed annual license” | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month |
| Tier 2 | — | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” |
| Tier 3 | — | $18000/yr≈ $1500/mo“Orion Essentials Stack” |
| Top plan | — | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” |
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.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.