VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Orion Advisor Tech vs Tradervue comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Orion Advisor Tech adds Portfolio Accounting / Book of Record, Client & Investor Reporting, GIPS Composite Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, Data APIs, Webhooks, Education, Courses & Certs, Blogs, Videos, and Newsletters coverage that Tradervue skips.

Tradervue includes Portfolio, and Data Visualizations categories that Orion Advisor Tech omits.

Tradervue keeps a free entry point that Orion Advisor Tech lacks.

Orion Advisor Tech ships a mobile app. Tradervue is web/desktop only.

In depth comparison

Orion Advisor Tech

orion.com

Integrated advisor-technology stack for RIAs and wealth firms, combining portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, and client/advisor portals. Modules can be purchased standalone (e.g., Risk Intelligence with per-user SaaS pricing) or bundled into Essentials / Advantage Stacks; pricing for most stacks is by custom proposal.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Risk Intelligence standalone pricing is published at $275 per user per month (with optional annual billing discount) and includes full access to stress tests, portfolio construction, 3D risk profile, proposal builder, and related tools; the module is also bundled into the Orion Advantage Stack.

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Tradervue

tradervue.com

A trading journal and analytics platform designed for active traders. The Free plan supports up to 30 grouped trades per month, while Silver and Gold plans unlock unlimited imports, broker syncing, advanced reporting, and CSV exports. Gold adds deeper features like Exit Analysis, liquidity reports, commissions/fees, and risk reporting in R units.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.
Free plan includes up to 30 grouped trades per month.

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Where they differ

Orion Advisor Tech

Distinct strengths include:

Portfolio Accounting / Book of Record Client & Investor Reporting GIPS Composite Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions

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.
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.

Tradervue

Distinct strengths include:

Portfolio Data Visualizations

Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute.
TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold).
Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers).
Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates.

Feature-by-feature breakdown

Attribute	Orion Advisor Tech	Tradervue
Categories Which research workflows each platform targets	Shared: Risk Metrics, APIs & SDKs, Broker Connectors Unique: Portfolio Accounting / Book of Record, Client & Investor Reporting, GIPS Composite Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Scenario & Stress Tests, Monte Carlo, Tax Lots / Lot Optimization, Data APIs, Webhooks, Education, Courses & Certs, Blogs, Videos, Newsletters	Shared: Risk Metrics, APIs & SDKs, Broker Connectors Unique: Portfolio, Data Visualizations
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Options, Funds, Other	Stocks, ETFs, Options, Futures, Currencies
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Risk Intelligence standalone pricing is published at $275 per user per month (with optional annual billing discount) and includes full access to stress tests, portfolio construction, 3D risk profile, proposal builder, and related tools; the module is also bundled into the Orion Advantage Stack. Orion Planning adds goals- and cash-flow-based financial planning with Monte Carlo simulations and probability-of-success metrics, tying client financial goals back to Orion portfolios and reports.	Unique Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute. TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold). Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers). Import trades via CSV/XLSX templates or Broker Sync integrations with daily/near real-time updates. Free plan includes up to 30 grouped trades per month. Over 100 advanced reports and drill-down analytics, including MFE/MAE metrics on paid plans.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Orion Advisor Tech and Tradervue both support?

Both platforms cover Risk Metrics, APIs & SDKs, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Tradervue offers a free entry point, while Orion Advisor Tech requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Orion Advisor Tech ships a dedicated mobile experience, while Tradervue focuses on web or desktop access.

What unique strengths set the two platforms apart?

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 Tradervue stands out for Auto-generated trade charts with entries and exits, viewable across multiple timeframes down to one minute., TradingView-powered charting with drawing tools, studies, and symbol comparisons (Silver/Gold)., and Supports stocks, ETFs, futures, forex, and options (options enabled on paid tiers)..

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