Clearwater Analytics
5.7#21 in investment accounting softwareWebAPI
VisitClearwater Analytics vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Clearwater Analytics | Orion Portfolio Accounting |
|---|---|---|
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2004 | 1999 |
| Headquarters | Boise, Idaho, United States | Omaha, Nebraska, United States |
| Integrations | The open platform supports marketplace and partner integrations, custom Python models through APIs, and connections with third-party order and portfolio management systems. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Performance reporting | Yes | Yes |
| Purpose | Clearwater is a cloud based investment management platform for institutional investors, connecting investment data across public and private markets. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Security | The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. | 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 | The support page links technical help for Clearwater, Enfusion, and Beacon products. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
Clearwater Analytics plans
No prices published.
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Clearwater Analytics if…
It suits insurers, asset managers, hedge funds, banks, corporations, endowments, pension funds, and other institutional investors managing public and private assets.
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.