Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitOrion Portfolio Accounting vs SS&C Advent Axys
SS&C Advent Axys
5.8#18 in investment accounting softwareWindows
VisitWhat both publish
| Fact | Orion Portfolio Accounting | SS&C Advent Axys |
|---|---|---|
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Founded | 1999 | 1986 |
| Headquarters | Omaha, Nebraska, United States | Windsor, Connecticut, United States |
| Performance reporting | Yes | Yes |
| Purpose | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. | Axys automates portfolio reporting and accounting for investment firms. |
| Reconciliation | 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. | Interfaces can automate reconciliation of trade information, settlement data, transactions and positions with brokers and custodians. |
| Reporting | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. | It includes hundreds of predefined reports and lets users create custom reports with Axys Report Writer Pro. |
| 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. | Advent describes access to custodian data through a single secure connection to its Advent Custodial Data network. |
| Support | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. | SS&C Advent offers application support, product guidance, expert resources, and community resources; its Pinnacle maintenance plan provides 24/7 support for critical severity 1 Axys issues. |
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
SS&C Advent Axys plans
- AxysPriced 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 SS&C Advent Axys if…
Axys is aimed at asset managers, wealth managers, and family offices needing portfolio accounting and reporting. It suits firms working across multiple asset classes, currencies, and custodian or brokerage data connections.