Orion Advisor Technology vs Portfolio Performance

Orion Advisor Technology7.8Visit Portfolio Performance7.6Visit

Higher score Orion Advisor Technology #7 in Stock Portfolio Management 7.8/10 Paid ✓ 0 of 4 features Visit Orion

vs

Portfolio Performance #9 in Stock Portfolio Management 7.6/10 Free plan Free plan✓ 2 of 4 features Visit site

• Orion Advisor Technology fits best

  Advisory firms needing portfolio and planning workflows

• Portfolio Performance fits best

  DIY investors wanting free desktop analytics

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Side by side

Feature	Orion Advisor Technology 7.8/10 Visit ↗	Portfolio Performance 7.6/10 Visit ↗
At a glance
Editor score	7.8	7.6
Ranking	#7 in Stock Portfolio Management	#9 in Stock Portfolio Management
Best for	Advisory firms needing portfolio and planning workflows	DIY investors wanting free desktop analytics
Pricing model	Paid	Free
Starting price	$13,000/yr	Free plan
Free plan	Not checked yet	✓ (best)
Free trial	—	—
Deployment	Cloud, Mobile	Desktop
Platforms	Web, iOS, Android	Windows, macOS, Linux
Support	Phone, Docs	Community, Docs
Integrations	100+ integrations	5 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business
Features Orion Advisor Technology 0/4 · Portfolio Performance 2/4
Broker account sync	Not checked yet	Not checked yet
Performance reporting	Not checked yet	✓ (best)
Tax lot tracking	Not checked yet	✓ (best)
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 portfolio accounting, reporting, billing, planning and trading. Offers branded client and advisor portals, plus proposal generation. Includes compliance workflows and integrations across wealthtech tools.	Calculates True Time-Weighted Rate of Return and Internal Rate of Return Analyzes allocation and risk, with rebalancing against target allocations Tracks securities, cryptocurrencies, commodities, currencies, and cash accounts
Cons	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.	Desktop-only; no web deployment is listed Setup involves importing prices or broker statements and recording transactions Support is through community resources and documentation
Our verdict	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 →	Investors who prefer to manage their own records can use Portfolio Performance to track investment transactions and analyze holdings in a desktop application. It is open source and runs on Windows, macOS, and Linux. The product supports… Read the review →

Strengths and trade-offs

• 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.

• Portfolio Performance — where it wins

  • Calculates True Time-Weighted Rate of Return and Internal Rate of Return
  • Analyzes allocation and risk, with rebalancing against target allocations
  • Tracks securities, cryptocurrencies, commodities, currencies, and cash accounts

  Where it doesn't

  • Desktop-only; no web deployment is listed
  • Setup involves importing prices or broker statements and recording transactions
  • Support is through community resources and documentation

• Orion Advisor Technology7.8/10 · Paid

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

  Visit OrionFull verdict →
• Portfolio Performance7.6/10 · Free plan

  Free desktop portfolio analytics with multi-asset tracking, return calculations, and rebalancing.

  Visit siteFull verdict →