Orion Advisor Technology vs Sharesight

Orion Advisor Technology7.8Visit Sharesight7.7Visit

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

vs

Sharesight #8 in Stock Portfolio Management 7.7/10 Free plan · 14-day trial Free planFree trial✓ 2 of 4 features Visit Sharesight

• Orion Advisor Technology fits best

  Advisory firms needing portfolio and planning workflows

• Sharesight fits best

  Investors needing affordable performance and tax reports

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Side by side

Feature	Orion Advisor Technology 7.8/10 Visit ↗	Sharesight 7.7/10 Visit ↗
At a glance
Editor score	7.8	7.7
Ranking	#7 in Stock Portfolio Management	#8 in Stock Portfolio Management
Best for	Advisory firms needing portfolio and planning workflows	Investors needing affordable performance and tax reports
Pricing model	Paid	Free plan + paid
Starting price	$13,000/yr	$7/mo
Free plan	Not checked yet	✓ (best)
Free trial	—	14 days
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Phone, Docs	Email, Live chat, Community, Docs
Compliance	SOC 2, ISO 27001, 2FA	SOC 2, GDPR, 2FA
Integrations	100+ integrations	200+ integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Orion Advisor Technology 0/4 · Sharesight 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.	Combines performance, allocation, risk, benchmarking and tax reporting. Tracks stocks, ETFs, funds, dividends, precious metals and unlisted investments. Supports broker connections, spreadsheet uploads and manual trade entry.
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.	The Free plan is limited to one portfolio and 10 holdings. Starter allows 30 holdings; unlimited holdings begin with Standard. Mobile access is read-only, with watchlists rather than full portfolio management.
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 →	Sharesight brings investment tracking and reporting together for individual investors, accountants, financial advisors and family offices. It covers stocks, ETFs, funds, dividends, precious metals, cash and unlisted investments, with… 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.

• Sharesight — where it wins

  • Combines performance, allocation, risk, benchmarking and tax reporting.
  • Tracks stocks, ETFs, funds, dividends, precious metals and unlisted investments.
  • Supports broker connections, spreadsheet uploads and manual trade entry.

  Where it doesn't

  • The Free plan is limited to one portfolio and 10 holdings.
  • Starter allows 30 holdings; unlimited holdings begin with Standard.
  • Mobile access is read-only, with watchlists rather than full portfolio management.

• Orion Advisor Technology7.8/10 · Paid

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

  Visit OrionFull verdict →
• Sharesight7.7/10 · Free plan · 14-day trial

  A multi-asset tracker that pairs portfolio performance insights with tax and capital-gains reporting.

  Visit SharesightFull verdict →