Orion Advisor Tech vs Special Situation Investments (SSI) comparison

Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Special Situation Investments (SSI) specializes in Stock Ideas, Forums, and Newsletters. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

Special Situation Investments (SSI) 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 Special Situation Investments (SSI) and upgrade later if you need more advanced features.

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

Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Special Situation Investments (SSI) doesn't currently offer an API, so you'll need to use their web interface.

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 Special Situation Investments (SSI) if Research blog focused on event-driven trades and low-risk arbitrage opportunities with short-term catalysts., and Idea library: "currently actionable" cases are restricted to members; previous opportunities are publicly viewable. better fits how you invest.

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

Orion Advisor Tech supports data exports to Excel, and PDF. Special Situation Investments (SSI) has more limited export options.

Orion Advisor Tech connects with brokers for portfolio syncing. Special Situation Investments (SSI) requires manual portfolio entry or data import.

Orion Advisor Tech offers portfolio tracking features. Special Situation Investments (SSI) is more focused on research and analysis.