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Head-to-head · Stock Portfolio Management

Masttro vs Orion Advisor Technology

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Masttro #4 in Stock Portfolio Management 8.7/10 Pricing on request ✓ 1 of 4 features Visit Masttro
Orion Advisor Technology #7 in Stock Portfolio Management 7.8/10 Paid ✓ 0 of 4 features Visit Orion

Masttro leads on 0 checks, Orion Advisor Technology on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreMasttro · 8.7/10
  • Most featuresMasttro · 1 of 4

Masttro scores higher on our rubric for stock portfolio management: 8.7 against 7.8 out of 10; our editors rank them #4 and #7.

Masttro is the better fit for wealth firms needing custodian and alternatives coverage. Orion Advisor Technology is the better fit for advisory firms needing portfolio and planning workflows.

  • Masttro fits best

    Wealth firms needing custodian and alternatives coverage

  • 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 Masttro 8.7/10 Visit ↗ Orion Advisor Technology 7.8/10 Visit ↗
At a glance
Editor score 8.7 7.8
Ranking #4 in Stock Portfolio Management #7 in Stock Portfolio Management
Best for Wealth firms needing custodian and alternatives coverage 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, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Phone Phone, Docs
Compliance ISO 27001, GDPR, 2FA SOC 2, ISO 27001, 2FA
Integrations 700+ integrations 100+ integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Masttro 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
  • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
  • Supports alternative investment valuations, capital calls, and distributions
  • Combines performance analysis, investment policies, and custom 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
  • Pricing is custom and requires contacting sales
  • Its broad feature set may exceed the needs of simpler portfolio tracking
  • The published platform scope targets mid-market and enterprise organizations
  • 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

Masttro brings portfolio oversight and wealth-management workflows together for ultra-high-net-worth families, family offices, wealth advisors, private banks, institutions, and professional service firms. It aggregates public, private,…

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. MasttroStock Portfolio Management 8.7Pricing on request
  2. Orion Advisor TechnologyStock Portfolio Management 7.8Paid

Strengths and trade-offs

  • Masttro — where it wins

    • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
    • Supports alternative investment valuations, capital calls, and distributions
    • Combines performance analysis, investment policies, and custom reporting

    Where it doesn't

    • Pricing is custom and requires contacting sales
    • Its broad feature set may exceed the needs of simpler portfolio tracking
    • The published platform scope targets mid-market and enterprise organizations

  • 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.
  • Masttro8.7/10 · Pricing on request

    Multi-asset portfolio oversight for wealth firms, with pricing tailored to each estate.

    Visit MasttroFull 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