Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitOrion Portfolio Accounting vs WealthSpectrum
WealthSpectrum
6.3#10 in investment accounting softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Orion Portfolio Accounting | WealthSpectrum |
|---|---|---|
| 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 maker lists integrations for CRM, account onboarding, EMS, and WhatsApp reporting through APIs. |
| Performance reporting | Yes | Yes |
| Reporting | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. | It offers investor and client reporting, including structured investment summaries, performance reports, and tax statements. |
| 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. | The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting. |
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
WealthSpectrum plans
No prices published.
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 WealthSpectrum if…
It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and reporting. Its mobile apps and client portal may also suit teams that need to provide clients with portfolio views and updates.