VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 24, 2026
Tool Comparison · Sunday, May 24, 2026
Orion Advisor Tech vs Ziggma
Orion Advisor Tech vs Ziggma: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Orion Advisor Tech
orion.com
Best for portfolio accounting / book of record, and client & investor reporting
- Pricing
- From $275/mo
- Platforms
- Web, Mobile, API
Ziggma
ziggma.com
Best for stock ideas, and screeners
- Pricing
- Free • From $6.99/mo
- Platforms
- Web
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Orion Advisor Tech if…
- You build with APIs or automate workflows
- You need a mobile app for on-the-go research
- 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.
- You need denali ai brings data, workflows and insights across crm, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
Choose
Ziggma if…
- You want to start free before paying
- You’re just getting started and want an approachable UI
- You’re a long-term or value-focused investor
- You need real-time data, not delayed quotes
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
- These tools solve different problems; you may want both.
Side-by-side feature breakdown
| Attribute | Orion Advisor Tech | Ziggma |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther | StocksETFsMutual Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North America |
Data freshness | End of Day | Real-timeEnd of Day |
API access | REST | Not specified |
Export formats | ExcelPDF | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Orion Advisor Tech
$275/mo
Starting price
Plans & pricing
Tool
Ziggma
$6.99/mo
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
No overlap yet.
Categories covered by Orion Advisor Tech only.
Categories covered by Ziggma only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Orion Advisor Tech and Ziggma?
Orion Advisor Tech focuses on Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting while Ziggma specializes in Stock Ideas, Screeners, and ETF Screeners. They serve different use cases, so your choice depends on which features matter most to you.
Is Orion Advisor Tech or Ziggma free to use?
Ziggma 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 Ziggma and upgrade later if you need more advanced features.
Which is better for beginners—Orion Advisor Tech or Ziggma?
Ziggma is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Orion Advisor Tech or Ziggma on my phone?
Orion Advisor Tech has a mobile app so you can check your research on the go. Ziggma is web-only, so you'll need a browser to access it from mobile devices.
Does Orion Advisor Tech or Ziggma have an API?
Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Ziggma doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Orion Advisor Tech or Ziggma?
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 Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.. Go with Ziggma if Portfolio tracker that can aggregate multiple brokerage/retirement accounts into a single consolidated view, with analytics around performance, allocation, and risk., and Account linking via third-party aggregation providers; Ziggma states it does not access or store broker login credentials and uses OAuth where available. better fits how you invest.
What asset classes do Orion Advisor Tech and Ziggma cover?
Both cover Stocks, ETFs, and Mutual Funds. Orion Advisor Tech also includes Closed-End Funds, Bonds, Options, Funds, and Other.
Does Orion Advisor Tech or Ziggma have real-time data?
Ziggma offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Orion Advisor Tech and Ziggma?
Orion Advisor Tech supports data exports to Excel, and PDF. Ziggma has more limited export options.
Can Orion Advisor Tech or Ziggma connect to my broker?
Orion Advisor Tech connects with brokers for portfolio syncing. Ziggma requires manual portfolio entry or data import.
Which has a better stock screener—Orion Advisor Tech or Ziggma?
Ziggma includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Orion Advisor Tech or Ziggma?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.