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Head-to-head · Wealth Management

Orion Advisor Technology vs Avaloq

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Orion Advisor Technology #6 in Wealth Management 8.4/10 Paid ✓ 2 of 6 features Visit Orion
Avaloq #7 in Wealth Management 8.3/10 Pricing on request ✓ 0 of 6 features Contact Avaloq

Orion Advisor Technology leads on 0 checks, Avaloq 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 scoreOrion Advisor Technology · 8.4/10
  • Most featuresOrion Advisor Technology · 2 of 6

Orion Advisor Technology scores higher on our rubric for wealth management: 8.4 against 8.3 out of 10; our editors rank them #6 and #7.

Orion Advisor Technology is the better fit for advisors seeking an integrated wealth platform. Avaloq is the better fit for large institutions needing wealth and core banking.

  • Orion Advisor Technology fits best

    Advisors seeking an integrated wealth platform

  • Avaloq fits best

    Large institutions needing wealth and core banking

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 Orion Advisor Technology 8.4/10 Visit ↗ Avaloq 8.3/10 Visit ↗
At a glance
Editor score 8.4 8.3
Ranking #6 in Wealth Management #7 in Wealth Management
Best for Advisors seeking an integrated wealth platform Large institutions needing wealth and core banking
Pricing model Paid Paid
Starting price $13,000/yr Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud, Self-hosted
Platforms Web, iOS, Android Web
Integrations 100+ integrations 2 integrations
Built for Solo, Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Orion Advisor Technology 2/6 · Avaloq 0/6
Portfolio management Not checked yet Not checked yet
Financial planning ✓ (best) Not checked yet
Client portal ✓ (best) Not checked yet
Portfolio reporting Not checked yet Not checked yet
Custodian integrations Not checked yet Not checked yet
Mobile access Not checked yet Not checked yet
Our review
Pros
  • Connects portfolio accounting, planning, billing, trading, and compliance workflows.
  • Includes branded client access through a portal and mobile app.
  • Offers integrations with 100 providers, including MoneyGuide and BlackRock.
  • Covers core banking processes from front to back office
  • Supports lending, payments, treasury, risk and regulatory reporting
  • Multi-entity, single-instance deployment supports multiple booking centres
Cons
  • Annual stack pricing starts at $13,000, a substantial commitment for smaller firms.
  • Pricing can depend on firm size, assets, users, and configuration.
  • CRM is provided through Redtail rather than as a separately named Orion CRM.
  • Pricing requires contacting sales
  • The available description is less specific on portfolio management
  • Deployment and implementation choices may require institutional planning
Our verdict

Orion Advisor Technology brings portfolio accounting, financial planning, billing, trading, compliance, CRM, and client engagement into connected wealth-management products. It is designed for financial advisors and firms including RIAs,…

Read the review →

Avaloq brings core banking and wealth management capabilities together for banks, wealth managers, investment managers, retail banks and neobanks. Its scope runs from client management and investment management through trading, lending,…

Read the review →
  1. Orion Advisor TechnologyWealth Management 8.4Paid
  2. AvaloqWealth Management 8.3Pricing on request

Strengths and trade-offs

  • Orion Advisor Technology — where it wins

    • Connects portfolio accounting, planning, billing, trading, and compliance workflows.
    • Includes branded client access through a portal and mobile app.
    • Offers integrations with 100 providers, including MoneyGuide and BlackRock.

    Where it doesn't

    • Annual stack pricing starts at $13,000, a substantial commitment for smaller firms.
    • Pricing can depend on firm size, assets, users, and configuration.
    • CRM is provided through Redtail rather than as a separately named Orion CRM.

  • Avaloq — where it wins

    • Covers core banking processes from front to back office
    • Supports lending, payments, treasury, risk and regulatory reporting
    • Multi-entity, single-instance deployment supports multiple booking centres

    Where it doesn't

    • Pricing requires contacting sales
    • The available description is less specific on portfolio management
    • Deployment and implementation choices may require institutional planning
  • Orion Advisor Technology8.4/10 · Paid

    An integrated advisor platform spanning portfolio operations, planning, trading, and client service.

    Visit OrionFull verdict →
  • Avaloq8.3/10 · Pricing on request

    Broad front-to-back banking capabilities for institutions managing multiple entities.

    Contact AvaloqFull verdict →

More comparisons

All wealth management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update