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Head-to-head · Stock Portfolio Management

FundCount vs Orion Advisor Technology

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score FundCount #5 in Stock Portfolio Management 8.6/10 Paid ✓ 1 of 4 features Visit FundCount
Orion Advisor Technology #7 in Stock Portfolio Management 7.8/10 Paid ✓ 0 of 4 features Visit Orion

FundCount 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 scoreFundCount · 8.6/10
  • Most featuresFundCount · 1 of 4

FundCount scores higher on our rubric for stock portfolio management: 8.6 against 7.8 out of 10; our editors rank them #5 and #7.

FundCount is the better fit for family offices and fund administrators. Orion Advisor Technology is the better fit for advisory firms needing portfolio and planning workflows.

  • FundCount fits best

    Family offices and fund administrators

  • Orion Advisor Technology fits best

    Advisory firms needing portfolio and planning workflows

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Side by side

Feature FundCount 8.6/10 Visit ↗ Orion Advisor Technology 7.8/10 Visit ↗
At a glance
Editor score 8.6 7.8
Ranking #5 in Stock Portfolio Management #7 in Stock Portfolio Management
Best for Family offices and fund administrators Advisory firms needing portfolio and planning workflows
Pricing model Paid Paid
Starting price $14,450/yr $13,000/yr
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Self-hosted, Desktop Cloud, Mobile
Platforms Web, Windows, macOS, Linux Web, iOS, Android
Compliance SOC 2, GDPR, 2FA SOC 2, ISO 27001, 2FA
Integrations 9 integrations 100+ integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features FundCount 1/4 · Orion Advisor Technology 0/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ (best) Not checked yet
Tax lot tracking Not checked yet 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
  • Accounts for public securities, private equity, real estate, and alternatives
  • Combines multi-entity, multi-currency and partnership accounting
  • Automates data feeds and supports detailed investor reporting
  • 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
  • Annual starting prices range from $14,450 to $38,389 by plan
  • Many solutions may add digital transformation and hosting fees
  • Not suited to buyers seeking a free plan or 24/7 support
  • 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

FundCount brings investment accounting, partnership accounting, a general ledger, reporting, data aggregation, and an investor portal together for family offices, fund administrators, hedge funds, private equity firms, and asset managers.…

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. FundCountStock Portfolio Management 8.6Paid
  2. Orion Advisor TechnologyStock Portfolio Management 7.8Paid

Strengths and trade-offs

  • FundCount — where it wins

    • Accounts for public securities, private equity, real estate, and alternatives
    • Combines multi-entity, multi-currency and partnership accounting
    • Automates data feeds and supports detailed investor reporting

    Where it doesn't

    • Annual starting prices range from $14,450 to $38,389 by plan
    • Many solutions may add digital transformation and hosting fees
    • Not suited to buyers seeking a free plan or 24/7 support

  • 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.

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