Abrigo TPG Software
5.8#16 in investment accounting softwareWebSelf-hosted
VisitAbrigo TPG Software vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Abrigo TPG Software | Orion Portfolio Accounting |
|---|---|---|
| Headquarters | Austin, Texas, United States | Omaha, Nebraska, United States |
| Integrations | Listed market data and analytics integrations include Bloomberg, ICE, JPMorgan Pricing Direct, Yield Book, Intex, ZM Financial Systems, and R2Metrics. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Purpose | Abrigo TPG streamlines investment accounting, management, reporting, and compliance for banks, credit unions, and other organizations. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Reporting | Portfolio Genius supports filtered and date-parameterized reports, batches, consolidated results, and custom reports; its Report Manager uses Crystal Reports as the primary report writer. | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. |
| Security | Abrigo says its information security program aligns with FFIEC guidelines, hosted clients receive ongoing system and security monitoring, and its architecture uses layered protections. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Security controls | TPG's interface offers configurable access and auditing controls to match an institution’s internal processes. | Orion's security statement lists multi-factor authentication, encryption, intrusion detection, backup procedures, and continuous monitoring among its controls. |
| Support | Abrigo lists a dedicated TPG Portfolio Genius support number: (713) 974-1375, option 2. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
Abrigo TPG Software plans
No prices published.
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Abrigo TPG Software if…
TPG Software is intended for financial institutions managing fixed-income portfolios and related accounting, reporting, and compliance. It may suit institutions needing cloud-hosted or on-premises deployment and configurable access controls.
Pick Orion Portfolio Accounting if…
Orion Portfolio Accounting is intended for financial advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms. It may suit firms seeking accounting, reporting, billing and alternative-asset workflows in one platform.