AnyVault
5.6#22 in investment accounting softwareWeb
VisitAnyVault vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | AnyVault | Orion Portfolio Accounting |
|---|---|---|
| Headquarters | Ras Al Khaimah, United Arab Emirates | Omaha, Nebraska, United States |
| Integrations | Owner-controlled MCP access can connect supported AI clients, including ChatGPT, Claude, Le Chat and Cursor, with entity-scoped access. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Purpose | AnyVault combines investments, entities, cash, documents and accounting in a private platform for complex family offices and investment holding companies. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Reporting | Reports include balance sheets, income statements, cash flow statements, statements of changes in equity and notes generated from posted entries. | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. |
| Security | The security page states that production uses HTTPS/TLS, encrypted server storage, client-side encrypted off-site backups and TOTP two-factor authentication after enrollment. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Support | AnyVault offers Assisted Operations for recurring statement ingestion, document processing, reconciliation and workflow support, while accounting judgments and final accounting approval remain with the client or appointed accountant. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
AnyVault plans
No prices published.
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick AnyVault if…
AnyVault is intended for families, family offices, and investment holding companies managing investment and entity accounting. It may suit organizations that need statement workflows, linked evidence, portfolio reporting, and human review of consequential AI work.
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.