VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Orion Advisor Tech vs Simply Wall St comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Simply Wall St
simplywall.st
At a glance
| Orion Advisor Tech | Simply Wall St | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $275/mo | — |
| Enterprise option | ||
| Available plans | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack | Free, Premium, Unlimited |
Vote sentiment comparison
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Platform details
| Attribute | Orion Advisor Tech | Simply Wall St |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North AmericaEuropeAPACAfrica |
Data freshness | End of Day | End of Day |
API access | REST | Not specified |
Export formats | ExcelPDF | ExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Orion Advisor Tech only.
Categories covered by Simply Wall St only.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and Simply Wall St?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Simply Wall St specializes in Stock Ideas, Screeners, and Data Visualizations. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is Orion Advisor Tech or Simply Wall St free to use?
Simply Wall St 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 Simply Wall St and upgrade later if you need more advanced features.
Which is better for beginners—Orion Advisor Tech or Simply Wall St?
Simply Wall St is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Orion Advisor Tech or Simply Wall St have an API?
Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Simply Wall St doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Orion Advisor Tech or Simply Wall St?
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 Simply Wall St if Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs. better fits how you invest.
What asset classes do Orion Advisor Tech and Simply Wall St cover?
Both cover Stocks, ETFs, and Funds. Orion Advisor Tech also includes Mutual Funds, Closed-End Funds, Bonds, Options, and Other.
Can I export data from Orion Advisor Tech and Simply Wall St?
Both platforms let you export data to spreadsheets (Excel, and PDF). This is useful for custom analysis or record-keeping.
Can Orion Advisor Tech or Simply Wall St connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—Orion Advisor Tech or Simply Wall St?
Simply Wall St includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Orion Advisor Tech or Simply Wall St?
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.