CrossVal
6.3#9 in investment accounting softwareFrom 550 AED a monthWeb
VisitCrossVal vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | CrossVal | Orion Portfolio Accounting |
|---|---|---|
| Founded | 2022 | 1999 |
| Headquarters | Dubai, United Arab Emirates | Omaha, Nebraska, United States |
| Integrations | The About page names QuickBooks, Xero, Zoho Books, and NetSuite as integrations. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Purpose | CrossVal automates cash visibility and financial operations for businesses in the UAE and wider region. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Reconciliation | CrossVal says it matches bank transactions to company books daily. | Orion says it reconciles brokerage data with custodians overnight and aims to deliver reconciled positions before the U.S. market opens on a typical trading day. |
| Security | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. | 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 Launch plan includes dedicated support, while Enterprise includes dedicated support and a dedicated implementation team. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
CrossVal plans
- Launch550 AED a month
- EnterprisePriced on request
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick CrossVal if…
CrossVal suits finance teams, startup founders, accountants and bookkeepers, and CFOs and controllers at businesses in the UAE and wider region. Its multi-entity views may suit businesses managing cash across entities.
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.