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Head-to-head · Stock Portfolio Management

Snowball Analytics vs Orion Advisor Technology

  • Updated Sep 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Snowball Analytics #7 in Stock Portfolio Management 6.9/10 Free plan · paid from $7.99/user/mo · 14-day trial Free plan✓ 1 of 4 features Visit site
Orion Advisor Technology #8 in Stock Portfolio Management 6.7/10 From $13,000/yr ✓ 0 of 4 features Visit Orion

Snowball Analytics leads on 2 checks, Orion Advisor Technology on 0, and 0 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 scoreSnowball Analytics · 6.9/10
  • Free planonly Snowball Analytics
  • Most featuresSnowball Analytics · 1 of 4

Snowball Analytics scores higher on our rubric for stock portfolio management: 6.9 against 6.7 out of 10; our editors rank them #7 and #8.

Snowball Analytics offers free plan; Orion Advisor Technology doesn't publish it. Snowball Analytics offers performance reporting; Orion Advisor Technology doesn't publish it.

Snowball Analytics is the better fit for investors seeking analytics and dividend tracking. Orion Advisor Technology is the better fit for advisory firms needing portfolio and planning workflows.

  • Snowball Analytics fits best

    Investors seeking analytics and dividend tracking

  • Orion Advisor Technology fits best

    Advisory firms needing portfolio and planning workflows

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Snowball Analytics 6.9/10 Visit ↗ Orion Advisor Technology 6.7/10 Visit ↗
At a glance
Editor score 6.9 6.7
Ranking #7 in Stock Portfolio Management #8 in Stock Portfolio Management
Best for Investors seeking analytics and dividend tracking Advisory firms needing portfolio and planning workflows
Pricing model Free plan + paid Paid
Starting price Not published Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Docs Phone, Docs
Compliance GDPR SOC 2, ISO 27001, 2FA
Integrations 1,000+ integrations 100+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Snowball Analytics 1/4 · Orion Advisor Technology 0/4
Broker account sync Not published Not published
Performance reporting ✓ (best) Not published
Tax lot tracking Not published Not published
Mobile app Not published Not published
Specs
Asset coverage Not published Not published
Portfolio limit Not published Not published
Our review
Pros
  • Tracks returns, IRR, dividends, diversification and portfolio risk metrics
  • Supports brokerage links, report imports and custom assets
  • Offers free access plus portfolio analytics across web and mobile
  • 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
  • Free is limited to 1 portfolio and 10 holdings
  • Starter allows only 5 custom holdings and 2 watchlists
  • Brokerage linking and advanced rebalancing require a paid plan
  • 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

Snowball Analytics is a portfolio management and investment tracking service for individual investors, advisers, family offices and portfolio managers. It brings brokerage accounts and imported reports together, covering stocks, funds,…

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. Snowball AnalyticsStock Portfolio Management 6.9Free plan · paid from $7.99/user/mo · 14-day trial
  2. Orion Advisor TechnologyStock Portfolio Management 6.7From $13,000/yr

Strengths and trade-offs

  • Snowball Analytics — where it wins

    • Tracks returns, IRR, dividends, diversification and portfolio risk metrics
    • Supports brokerage links, report imports and custom assets
    • Offers free access plus portfolio analytics across web and mobile

    Where it doesn't

    • Free is limited to 1 portfolio and 10 holdings
    • Starter allows only 5 custom holdings and 2 watchlists
    • Brokerage linking and advanced rebalancing require a paid plan

  • 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.
  • Snowball Analytics6.9/10 · Free plan · paid from $7.99/user/mo · 14-day trial

    A multi-asset portfolio tracker with dividend, risk and allocation analysis.

    Visit siteFull verdict →
  • Orion Advisor Technology6.7/10 · From $13,000/yr

    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 Sep 2026

Last updated · How we research and update