Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitOrion Portfolio Accounting vs RedBlack Portfolio Accounting
RedBlack Portfolio Accounting
5.2#26 in investment accounting softwareWeb
VisitWhat both publish
| Fact | Orion Portfolio Accounting | RedBlack Portfolio Accounting |
|---|---|---|
| Headquarters | Omaha, Nebraska, United States | Bedford, New Hampshire, United States |
| Integrations | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. | The product offers direct integration with leading custodians and access to data aggregation networks. |
| Purpose | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. | RedBlack describes the product as portfolio accounting and reporting software for wealth managers, with portfolio reporting, billing, and a branded client portal. |
| 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. | RedBlack says its information security management system is ISO/IEC 27001 compliant and covers organizational, application, server, network, and physical security. |
| Support | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. | Customers can access product downloads and documentation through the Client Center and contact product support through the support portal or by email. |
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
RedBlack Portfolio Accounting plans
- Pricing on requestPriced on request
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.
Pick RedBlack Portfolio Accounting if…
It suits wealth managers, advisors, and enterprise firms needing portfolio reporting, billing, and a branded client portal. TAMP users may value its multi-representative-code data alignment and branding support.