Enfusion
6.8#3 in investment accounting softwareiOSWebLinuxmacOS
VisitEnfusion vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Enfusion | Orion Portfolio Accounting |
|---|---|---|
| Headquarters | Boise, Idaho, USA | Omaha, Nebraska, United States |
| Performance reporting | Yes | Yes |
| Purpose | Enfusion is a front-to-back investment management platform for hedge funds and asset managers. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Security controls | Enfusion's terms state that it maintains an information security policy describing its security and privacy controls. | Orion's security statement lists multi-factor authentication, encryption, intrusion detection, backup procedures, and continuous monitoring among its controls. |
| Support | Each client has a dedicated Enfusion Account Manager, with phone and email support available by region. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
Enfusion plans
- Enfusion by ClearwaterPriced on request
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick Enfusion if…
It suits hedge funds and asset managers working across the listed investment strategies and instruments. It may also suit firms seeking portfolio, execution, compliance, and risk tools in one platform.
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.