FundCount vs Orion Portfolio Accounting
Orion Portfolio Accounting
7.6 #29 in Portfolio Management Software
About Orion Portfolio Accounting| FundCount | Orion Portfolio Accounting | |
|---|---|---|
| Free plan | No | No |
| Free trial | No | |
| Paid from | $1204.17/mo | $1083.33/mo |
| Platforms | api, Linux, macOS, self-hosted, Web, Windows | Android, api, iOS, Web |
| Free plan | No | |
| Performance reporting | Yes | Yes |
| Paid from | 14,450 /yr | |
| Asset coverage | both | |
| Investor reporting | Yes | |
| Tax-lot accounting | Yes | |
| Multi-currency support | Yes | |
| Asset class coverage | multi_asset_alternatives | |
| Client portal | Yes | |
| Financial planning | Yes | |
| Proposal generation | Yes | |
| Compliance workflows | Yes | |
| Document vault | Yes | |
| Billing and invoicing | Yes | |
| Cash-flow modeling | Yes | |
| Goal planning | Yes | |
| Tax planning | Yes | |
| Scenario analysis | Yes | |
| Insurance planning | Yes | |
| Investment planning | Yes |
Listed together in Best Portfolio Management SoftwareBest Investment Accounting Software