Broadridge Investment Accounting
5.7#19 in investment accounting softwareWeb
VisitBroadridge Investment Accounting vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Broadridge Investment Accounting | Orion Portfolio Accounting |
|---|---|---|
| Founded | 2007 | 1999 |
| Headquarters | Lake Success, New York, United States | Omaha, Nebraska, United States |
| Purpose | Broadridge Investment Accounting manages and administers institutional investment funds. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Reporting | It provides real-time business intelligence reporting and analytics for investment organizations. | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. |
| Security | The iPAS participant portal uses multiple layers of security and is fully integrated with Broadridge Investment Accounting in real time. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Who it serves | Broadridge describes the solution as serving public finance organizations, including treasuries, retirement plans, and operating funds. | Orion says the platform serves independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms. |
Broadridge Investment Accounting plans
- Broadridge Investment AccountingPriced on request
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Broadridge Investment Accounting if…
It is aimed at public finance organizations, including treasuries, retirement plans, and operating funds, as well as institutional investment organizations managing public funds. The optional iPAS portal is relevant to organizations that need participants to view account information and handle authorized cash transactions online.
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.