★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Orion Advisor Tech vs Simply Wall St
Orion Advisor Tech
Best for advisor operations and risk metrics
From $275/mo
Simply Wall St
Best for stock ideas and screeners
Free • Paid plans available
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The verdict
The bottom line
Orion Advisor Tech and Simply Wall St cover a lot of the same ground (5 shared categories, including broker connectors, education, and blogs), so for the basics you won't go far wrong with either. Simply Wall St simply does more: 19 categories to Orion Advisor Tech's 13, including stock ideas, screeners, and data visualizations. Orion Advisor Tech counters by keeping things simpler.
Key differences at a glance
- Free plan
- Simply Wall St
- Broader coverage
- Simply Wall St19 vs 13 categories
- API access
- Orion Advisor Tech
- Global coverage
- Simply Wall St
- Asset coverage
- Orion Advisor TechAdds mutual funds and closed-end funds
- Beginner friendly
- Simply Wall St
Choose
Orion Advisor Tech if…
- You want an API so you can script or automate things
- You care about advisor operations, risk metrics, and scenario & stress tests, things Simply Wall St doesn't offer
Choose
Simply Wall St if…
- You'd rather start free and only pay if you outgrow it
- You care about stock ideas, screeners, and data visualizations, things Orion Advisor Tech doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $275/mo | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 13 limits: Free: company reports per month: 5, Free: portfolios: 1 +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Long-term Investors +3 more |
Categories covered | 13 | 19 |
Regions | North America | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | Morningstar and ICE Data Services | S&P Global Market Intelligence |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 6 signals: Universe builder, Broker sync +4 more |
Security | 6 signals: SOC2, ISO27001 +4 more | Encryption in transit |
| Try it | Visit Orion Advisor Tech | Visit Simply Wall St |
Standout features
What Orion Advisor Tech does best
- 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.
- Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- 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.
What Simply Wall St does best
- 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.
- 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.
- Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.).
- Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
- Built‑in news and “Global Market Insights” articles, plus important updates (earnings, price moves, new risks) and weekly market insights emails for holdings and watchlists.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | North America | North AmericaEuropeAPACAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | Vendor |
Data partners | MorningstarICE Data Services | S&P Global Market Intelligence |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Import methods | CSVCustodianManual | BrokerOAuthCSVManual |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | ExcelPDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Encryption in transit |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$275/mo
Starting price
Plans & pricing
- pricing model: Per user, per month
Free
Lower starting price
Plans & pricing
- company reports per month: 5
- portfolios: 1
- +3 more
- company reports per month: 30
- portfolios: 3
- +2 more
- company reports per month: Unlimited
- portfolios: 5
- +2 more
Coverage overlap
Shared categories
5Where the two tools cover the same ground.
Orion Advisor Tech strengths
8What you only get with Orion Advisor Tech.
Simply Wall St strengths
14Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Orion Advisor Tech and Simply Wall St?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Orion Advisor Tech or Simply Wall St free to use?
Simply Wall St has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with Simply Wall St and see how far it takes you before opening your wallet.
Which is better for beginners: Orion Advisor Tech or Simply Wall St?
Simply Wall St is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Orion Advisor Tech or Simply Wall St have an API?
Orion Advisor Tech has an API for programmatic access and custom integrations. Simply Wall St doesn't, so you're working through its interface.
Should I choose Orion Advisor Tech or Simply Wall St?
It depends on what you're after. Pick Orion Advisor Tech if advisor operations and risk metrics matter to you; go with Simply Wall St if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and Simply Wall St cover?
Both cover stocks, ETFs, and funds. Orion Advisor Tech also handles mutual funds, closed-end funds, and bonds.
Which covers international markets: Orion Advisor Tech or Simply Wall St?
Simply Wall St has documented international coverage (North America, Europe, APAC, and Africa), 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 Orion Advisor Tech and Simply Wall St?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can Orion Advisor Tech or Simply Wall St connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Orion Advisor Tech or Simply Wall St?
Simply Wall St has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Orion Advisor Tech or Simply Wall St?
Simply Wall St handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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.