VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

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Thursday, December 11, 2025

Tool Comparison

Observatory of Economic Complexity (OEC) vs Orion Advisor Tech comparison

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

Quick takeaways

Observatory of Economic Complexity (OEC) adds Data Visualizations, and Shipping & Trade coverage that Orion Advisor Tech skips.

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, APIs & SDKs, Webhooks, Broker Connectors, Courses & Certs, Videos, and Newsletters categories that Observatory of Economic Complexity (OEC) omits.

Observatory of Economic Complexity (OEC) has a free tier, while Orion Advisor Tech requires a paid plan.

Orion Advisor Tech offers mobile access, which Observatory of Economic Complexity (OEC) skips.

In depth comparison

Observatory of Economic Complexity (OEC)

oec.world

A global trade and economic complexity platform with rich visualizations, country and product rankings, and an API. Pro plans unlock the latest monthly and subnational datasets, while Premium adds company-level Bill of Lading data and bulk downloads. Academic discounts and enterprise options with SSO support are also available.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification.
Monthly international trade data and subnational coverage across 30+ countries available on Pro plans.
Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs.
REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes.
Data downloads in CSV, Excel, or JSON, with bulk access and larger query limits available for subscribers.

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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

Observatory of Economic Complexity (OEC)

Distinct strengths include:

Data Visualizations Shipping & Trade

Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification.
Monthly international trade data and subnational coverage across 30+ countries available on Pro plans.
Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs.
REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes.

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	Observatory of Economic Complexity (OEC)	Orion Advisor Tech
Categories Which research workflows each platform targets	Shared: Data APIs, Education, Blogs Unique: Data Visualizations, Shipping & Trade	Shared: Data APIs, Education, Blogs 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, APIs & SDKs, Webhooks, Broker Connectors, Courses & Certs, Videos, Newsletters
Asset types Supported asset classes and universes	Other	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, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification. Monthly international trade data and subnational coverage across 30+ countries available on Pro plans. Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs. REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes. Data downloads in CSV, Excel, or JSON, with bulk access and larger query limits available for subscribers. Support for multiple HS revisions (from HS92 through HS2022) with well-documented historical ranges.	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 Observatory of Economic Complexity (OEC) and Orion Advisor Tech both support?

Both platforms cover Data APIs, Education, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Observatory of Economic Complexity (OEC) offers a free entry point, while Orion Advisor Tech requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Orion Advisor Tech ships a dedicated mobile experience, while Observatory of Economic Complexity (OEC) focuses on web or desktop access.

What unique strengths set the two platforms apart?

Observatory of Economic Complexity (OEC) differentiates itself with Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification., Monthly international trade data and subnational coverage across 30+ countries available on Pro plans., and Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs., 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..

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