VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Orion Advisor Tech vs Wealthfolio
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, scenario & stress tests, and tax lots / lot optimization.
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $3.99/mo instead of $275/mo
- You want portfolio, data visualizations, and performance attribution.
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 Wealthfolio cover a lot of the same ground (3 shared categories, risk metrics, monte carlo, and broker connectors), so for the basics you won't go far wrong with either. Orion Advisor Tech simply does more: 13 categories to Wealthfolio's 8, including advisor operations, scenario & stress tests, and tax lots / lot optimization. Wealthfolio counters by letting you start free.
What readers say
Orion Advisor Tech
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Wealthfolio
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Key differences at a glance
- Free plan
- Wealthfolio
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $275/mo
- Broader coverage
- Orion Advisor Tech13 vs 8 categories
- Desktop app
- Wealthfolio
- API access
- Orion Advisor Tech
- Beginner friendly
- Wealthfolio
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 $3.99/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | Risk Intelligence Standalone: pricing model: Per user, per month | 9 limits: Core app: broker sync: Not included, Core app: device sync: Not included +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Redtail CRM, Salesforce +6 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Financial Advisors, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +3 more |
Categories covered | 13 | 8 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: End of Day, Granularity: EOD +3 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | Morningstar and ICE Data Services | SnapTrade |
Capabilities | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Orion Advisor Tech | Visit Wealthfolio |
Where each one shines
What Orion Advisor Tech and Wealthfolio each do best.ShowHide
Where each one shines
What Orion Advisor Tech and Wealthfolio 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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Orion Advisor Tech and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Vendor | VendorManual |
Data partners | MorningstarICE Data Services | SnapTrade |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Import methods | CSVCustodianManual | CSVBrokerOAuthManual |
Integrations | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing | SnapTradeDocker |
Export formats | ExcelPDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit | Not specified |
Capability signals | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Orion Advisor Solutions, Inc.Country: USFounded 1999 | Teymz Inc.Country: CanadaSupport: Email and Forum |
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 | — | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $275/mo“Risk Intelligence Standalone”pricing model: Per user, per month | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 · +1 more |
| Tier 2 | $13000/yr≈ $1083.33/mo“Orion Foundation Stack” | $7.99/mo“Connect Essentials”institution connections: 5 · annual price usd: 79 |
| Tier 3 | $18000/yr≈ $1500/mo“Orion Essentials Stack” | $12.99/mo“Connect Duo”institution connections: 12 · annual price usd: 129 |
| Top plan | $28000/yr≈ $2333.33/mo“Orion Advantage Stack” | — |
Questions we keep getting
What's the difference between Orion Advisor Tech and Wealthfolio?
Orion Advisor Tech leans toward advisor operations, risk metrics, and scenario & stress tests, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is Orion Advisor Tech or Wealthfolio free to use?
Wealthfolio has a free tier, so you can get started without paying anything. Orion Advisor Tech is paid-only. If budget matters, start with Wealthfolio and see how far it takes you before opening your wallet.
Which is better for beginners: Orion Advisor Tech or Wealthfolio?
Wealthfolio 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 Wealthfolio have an API?
Orion Advisor Tech has an API for programmatic access and custom integrations. Wealthfolio doesn't, so you're working through its interface.
Should I choose Orion Advisor Tech or Wealthfolio?
It depends on what you're after. Pick Orion Advisor Tech if advisor operations and scenario & stress tests matter to you; go with Wealthfolio if you'd rather have portfolio and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Orion Advisor Tech and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and bonds. Orion Advisor Tech also handles closed-end funds, options, and funds. Wealthfolio adds currencies, cryptos, and real estate on top.
Can I export data from Orion Advisor Tech and Wealthfolio?
Yes, both export to spreadsheets (Orion Advisor Tech: Excel; Wealthfolio: CSV), which is handy if you like running your own numbers.
Can Orion Advisor Tech or Wealthfolio 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 Wealthfolio?
Wealthfolio handles portfolio tracking. Orion Advisor Tech is really a research tool; you'd track your portfolio elsewhere.
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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.