Orion Advisor Tech vs Special Situation Investments (SSI) comparison

Both platforms cover Blogs, and Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.

Special Situation Investments (SSI) offers a free entry point, while Orion Advisor Tech requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Orion Advisor Tech ships a dedicated mobile experience, while Special Situation Investments (SSI) focuses on web or desktop access.

Orion Advisor Tech differentiates itself with 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., 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., and 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., whereas Special Situation Investments (SSI) stands out for Research blog focused on event-driven trades and low-risk arbitrage opportunities with short-term catalysts., Idea library: "currently actionable" cases are restricted to members; previous opportunities are publicly viewable., and Posts typically include key fields (e.g., current price, target price/upside, expected timeline) plus a comments section for discussion..