VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Orion Advisor Tech vs Simply Wall St
Pick Orion Advisor Tech if
Orion Advisor Tech
From $275/mo · Web · Mobile · API
- You want an API so you can script or automate things
- You want advisor operations, risk metrics, and scenario & stress tests.
Pick Simply Wall St if
Simply Wall St
Free • From $120/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $10/mo instead of $275/mo
- You want stock ideas, screeners, and data visualizations.
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
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.
What readers say
Orion Advisor Tech
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Simply Wall St
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Key differences at a glance
- Free plan
- Simply Wall St
- Cheaper paid plan
- Simply Wall St$10/mo vs $275/mo
- Free trial
- Simply Wall St7 days
- Broader coverage
- Simply Wall St19 vs 13 categories
- API access
- Orion Advisor Tech
- Global coverage
- Simply Wall St
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 | From $275/mo | Free • From $120/yr |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 15 limits: Free: company reports per month: 5, Free: portfolios: 1 +13 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 at rest and Encryption in transit |
| Try it | Visit Orion Advisor Tech | Visit Simply Wall St |
Where each one shines
What Orion Advisor Tech and Simply Wall St each do best.ShowHide
Where each one shines
What Orion Advisor Tech and Simply Wall St each do best.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.
What Simply Wall St does best
- Visual reports cover valuation, future growth, past performance, financial health, and dividends for stocks in more than 90 markets.
- Snowflake reports link a five-part visual score to detailed sections, financials, risks, methodology, and source data.
- Curated lists cover undervalued companies, dividend stocks, insider buying, sectors, industries, and investment themes.
- The screener filters by market, industry, value, growth, income, risk, and other fundamental measures.
- Portfolio dashboards show market-relative performance, diversification, sector and region exposure, and holding fundamentals.
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Simply Wall St, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Simply Wall St, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFs |
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 at restEncryption 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.
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 | ||
|---|---|---|
| Free plan | — | Freecompany reports per month: 5 · portfolios: 1 · +3 more |
| Entry paid plan | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | $120/yr≈ $10/mo“Premium”company reports per month: 30 · portfolios: 3 · +3 more |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | $240/yr≈ $20/mo“Unlimited”company reports per month: Unlimited · portfolios: Unlimited · +3 more |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | — |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
| Free trial | — | 7 days |
Questions we keep getting
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 and ETFs. 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.
Keep researching
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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.