Orion Advisor Tech vs Portfolio123 comparison

Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Portfolio123 specializes in Screeners, Data Visualizations, and Quant. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Portfolio123 offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Portfolio123 and upgrade later if you need more advanced features.

Portfolio123 is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Orion Advisor Tech has a mobile app so you can check your research on the go. Portfolio123 is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Orion Advisor Tech if you need 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.. Go with Portfolio123 if Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., and Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems. better fits how you invest.

Both cover Stocks, ETFs, and Closed-End Funds. Orion Advisor Tech also includes Mutual Funds, Bonds, Options, Funds, and Other.

Portfolio123 offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Orion Advisor Tech supports data exports to Excel, and PDF. Portfolio123 has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Portfolio123 includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.