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Head-to-head · Stock Portfolio Management

Addepar vs Orion Advisor Technology

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Addepar #3 in Stock Portfolio Management 8.8/10 Pricing on request ✓ 2 of 4 features Visit Addepar
Orion Advisor Technology #7 in Stock Portfolio Management 7.8/10 Paid ✓ 0 of 4 features Visit Orion

Addepar leads on 0 checks, Orion Advisor Technology on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAddepar · 8.8/10
  • Most featuresAddepar · 2 of 4

Addepar scores higher on our rubric for stock portfolio management: 8.8 against 7.8 out of 10; our editors rank them #3 and #7.

Addepar is the better fit for institutions managing complex multi-asset portfolios. Orion Advisor Technology is the better fit for advisory firms needing portfolio and planning workflows.

  • Addepar fits best

    Institutions managing complex multi-asset portfolios

  • Orion Advisor Technology fits best

    Advisory firms needing portfolio and planning workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Addepar 8.8/10 Visit ↗ Orion Advisor Technology 7.8/10 Visit ↗
At a glance
Editor score 8.8 7.8
Ranking #3 in Stock Portfolio Management #7 in Stock Portfolio Management
Best for Institutions managing complex multi-asset portfolios Advisory firms needing portfolio and planning workflows
Pricing model Paid Paid
Starting price Pricing on request $13,000/yr
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Email, Docs Phone, Docs
Integrations 77+ integrations 100+ integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Addepar 2/4 · Orion Advisor Technology 0/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ (best) Not checked yet
Tax lot tracking ✓ (best) Not checked yet
Mobile app Not checked yet Not checked yet
Specs
Asset coverage Not checked yet Not checked yet
Portfolio limit Not checked yet Not checked yet
Our review
Pros
  • Combines public and private investment data across financial accounts.
  • Covers performance, allocation, risk, liquidity and tax-lot analysis.
  • Offers custom reporting, dashboards, integrations and developer APIs.
  • Combines portfolio accounting, reporting, billing, planning and trading.
  • Offers branded client and advisor portals, plus proposal generation.
  • Includes compliance workflows and integrations across wealthtech tools.
Cons
  • Pricing is contact-sales, with no public standard plans.
  • Its focus on complex portfolios may exceed simpler portfolio needs.
  • Support channels listed are email and documentation.
  • Annual stack pricing starts at $13,000, a substantial entry commitment.
  • The $18,000 Essentials plan adds trading; it costs more than Foundation.
  • Capabilities are spread across bundles, so stack choice shapes what is included.
Our verdict

Addepar brings portfolio data together for investment professionals, including wealth managers, family offices, fund managers and institutional allocators. Its cloud platform handles public and private investments and complex ownership…

Read the review →

Orion Advisor Technology brings portfolio accounting, performance reporting, fee billing, financial planning, trading, compliance, CRM and client engagement into a connected wealthtech platform. It is aimed at financial advisory firms,…

Read the review →
  1. AddeparStock Portfolio Management 8.8Pricing on request
  2. Orion Advisor TechnologyStock Portfolio Management 7.8Paid

Strengths and trade-offs

  • Addepar — where it wins

    • Combines public and private investment data across financial accounts.
    • Covers performance, allocation, risk, liquidity and tax-lot analysis.
    • Offers custom reporting, dashboards, integrations and developer APIs.

    Where it doesn't

    • Pricing is contact-sales, with no public standard plans.
    • Its focus on complex portfolios may exceed simpler portfolio needs.
    • Support channels listed are email and documentation.

  • Orion Advisor Technology — where it wins

    • Combines portfolio accounting, reporting, billing, planning and trading.
    • Offers branded client and advisor portals, plus proposal generation.
    • Includes compliance workflows and integrations across wealthtech tools.

    Where it doesn't

    • Annual stack pricing starts at $13,000, a substantial entry commitment.
    • The $18,000 Essentials plan adds trading; it costs more than Foundation.
    • Capabilities are spread across bundles, so stack choice shapes what is included.
  • Addepar8.8/10 · Pricing on request

    A cloud platform for aggregating and analyzing complex public and private portfolios.

    Visit AddeparFull verdict →
  • Orion Advisor Technology7.8/10 · Paid

    A broad advisory workflow suite, with annual stack pricing starting at $13,000.

    Visit OrionFull verdict →

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update