★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Orion Advisor Tech vs Snowball Analytics
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 care about advisor operations, scenario & stress tests, and monte carlo, things Snowball Analytics doesn't offer
Pick Snowball Analytics if
Snowball Analytics
Free • From $79.99/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.67/mo instead of $275/mo
- You care about portfolio, watchlist, and backtesting, things Orion Advisor Tech doesn't offer
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 Snowball Analytics cover a lot of the same ground (2 shared categories, risk metrics and broker connectors), so for the basics you won't go far wrong with either. Snowball Analytics simply does more: 18 categories to Orion Advisor Tech's 13, including portfolio, watchlist, and backtesting. Orion Advisor Tech counters by keeping things simpler.
What readers say
Orion Advisor Tech
Vote once to reveal the community verdict.
Snowball Analytics
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Key differences at a glance
- Free plan
- Snowball Analytics
- Cheaper paid plan
- Snowball Analytics$6.67/mo vs $275/mo
- Free trial
- Snowball Analytics14 days
- Broader coverage
- Snowball Analytics18 vs 13 categories
- API access
- Orion Advisor Tech
- Global coverage
- Snowball Analytics
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 $79.99/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 22 limits: Free: portfolios: 1, Free: holdings: 10 +20 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 | Yodlee, SnapTrade +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 13 | 18 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | 6 signals: Latency: End of Day, Granularity: EOD +4 more |
Data partners | Morningstar and ICE Data Services | 3 partners: EODHD, SnapTrade +1 more |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 7 signals: Ranking backtests, Performance attribution +5 more |
Security | 6 signals: SOC2, ISO27001 +4 more | 3 signals: Data residency: EU, Encryption at rest +1 more |
| Try it | Visit Orion Advisor Tech | Visit Snowball Analytics |
Where each one shines
What Orion Advisor Tech and Snowball Analytics each do best.ShowHide
Where each one shines
What Orion Advisor Tech and Snowball Analytics 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 Snowball Analytics does best
- Tracking global multi-asset portfolios across stocks, ETFs, mutual funds, bonds, crypto, currencies, commodities, real estate, cash, and custom assets.
- Import support for data through broker connections, Yodlee, SnapTrade, Interactive Brokers support, broker statements, CSV uploads, or manual entry where supported by plan.
- Consolidate accounts and custom assets into composite views such as My Net Worth for combined portfolio analytics.
- Analysis of performance with portfolio value, invested capital, total profit, dividends, realized P&L, fees, dividend taxes, IRR, TWR, beta, and multi-period returns.
- Dividend analytics for forward income, dividend growth, yield, yield on cost, withholding-tax settings, dividend ratings, calendars, projected payouts, and DRIP planning.
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Snowball Analytics, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Snowball Analytics, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsBondsCommoditiesCurrenciesCryptosReal Estate+2 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsGrowth Investors |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | End of Day |
Data granularity | EOD | EOD |
Pricing sources | Vendor | VendorManual |
Data partners | MorningstarICE Data Services | EODHDSnapTradeYodlee |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Import methods | CSVCustodianManual | BrokerOAuthCSVManual |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | YodleeSnapTradeBinanceEODHD |
Export formats | ExcelPDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Data residency: EUEncryption at restEncryption in transit |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Ranking backtestsPerformance attributionBroker syncPortfolio attributionRebalancingMulti-currencyComposite performance |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | Snowball Analytics SASCountry: FranceSupport: 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 | — | Freeportfolios: 1 · holdings: 10 · +4 more |
| Entry paid plan | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | $79.99/yr≈ $6.67/mo“Starter”portfolios: 1 · holdings: Unlimited · +4 more |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | $149.99/yr≈ $12.50/mo“Investor”portfolios: 10 · holdings: Unlimited · +4 more |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | $249.99/yr≈ $20.83/mo“Expert”portfolios: Unlimited · holdings: Unlimited · +2 more |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Orion Advisor Tech and Snowball Analytics?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while Snowball Analytics puts more weight on portfolio, watchlist, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Orion Advisor Tech or Snowball Analytics free to use?
Snowball Analytics has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with Snowball Analytics and see how far it takes you before opening your wallet.
Which is better for beginners: Orion Advisor Tech or Snowball Analytics?
Snowball Analytics 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 Snowball Analytics have an API?
Orion Advisor Tech has an API for programmatic access and custom integrations. Snowball Analytics doesn't, so you're working through its interface.
Should I choose Orion Advisor Tech or Snowball Analytics?
It depends on what you're after. Pick Orion Advisor Tech if advisor operations and scenario & stress tests matter to you; go with Snowball Analytics if you'd rather have portfolio and watchlist. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and Snowball Analytics cover?
Both cover stocks, ETFs, mutual funds, and bonds. Orion Advisor Tech also handles closed-end funds and options. Snowball Analytics adds commodities, currencies, and cryptos on top.
Which covers international markets: Orion Advisor Tech or Snowball Analytics?
Snowball Analytics has documented international coverage (North America, Europe, APAC, LatAm, and more), 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 Snowball Analytics?
Yes, both export to spreadsheets (Orion Advisor Tech: Excel; Snowball Analytics: CSV), which is handy if you like running your own numbers.
Can Orion Advisor Tech or Snowball Analytics connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Orion Advisor Tech or Snowball Analytics?
Snowball Analytics 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.