Asset Vantage
6.5#6 in investment accounting softwareAndroidiOSWeb
VisitAsset Vantage vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Asset Vantage | Orion Portfolio Accounting |
|---|---|---|
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2011 | 1999 |
| Headquarters | Mumbai, India | Omaha, Nebraska, United States |
| Performance reporting | Yes | Yes |
Asset Vantage plans
- AV Aspire—
- AV PRO—
- SFO - 10 Entities$30,000 a year
- SFO - 20 Entities$43,200 a year
- SFO - 30 Entities$55,200 a year
- SFO - 30+ Entities—
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Asset Vantage if…
You want what its maker publishes above — check its page for the details.
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.