Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitOrion Portfolio Accounting vs Tracker
What both publish
| Fact | Orion Portfolio Accounting | Tracker |
|---|---|---|
| Founded | 1999 | 1997 |
| Headquarters | Omaha, Nebraska, United States | 106 Langtree Village Drive, Suite 301, Mooresville, North Carolina 28117, United States |
| Reporting | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. | It offers standard and custom reports with more than 150 reporting options. |
| Support | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. | The maker lists a customer support center open 8 am–6 pm EST, an on-demand tutorial, and no service contract fee. |
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
Tracker plans
- Market Price Import$40 a month
- Accuracy Check$50 a month
- Charts & Graphs$50 a month
- Enhanced Reporting$100 a month
- Multiple Transaction Import$100 a month
- General Ledger Interface$150 a month
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 Tracker if…
You want what its maker publishes above — check its page for the details.