FinFolio
6.5#7 in investment accounting softwareAndroidiOSWebAPI
VisitFinFolio vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | FinFolio | Orion Portfolio Accounting |
|---|---|---|
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | FinFolio says it has made portfolio management and trading software since 2008. | 1999 |
| Headquarters | FinFolio describes itself as centrally located in Denver, Colorado. | Omaha, Nebraska, United States |
| Integrations | The integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. | 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 | FinFolio makes portfolio management software for investment advisors and professional wealth managers. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Security | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for security. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Security controls | FinFolio supports segmented logins and functionality-specific rights, and uses Microsoft Active Directory for security. | Orion's security statement lists multi-factor authentication, encryption, intrusion detection, backup procedures, and continuous monitoring among its controls. |
| Support | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
FinFolio plans
No prices published.
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Pick FinFolio if…
FinFolio is aimed at investment advisors and professional wealth managers who need portfolio accounting, trading, rebalancing, reporting, and billing functions together. It may suit firms seeking hosted or self-hosted deployment and branded reporting, but it is not a full CRM.
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.