FinFolio vs Orion Portfolio Accounting
FinFolio
finfolio.comOrion Portfolio Accounting
orion.comSide by side
| Figure | FinFolio | Orion Portfolio Accounting |
|---|---|---|
| Price from | — | $1,083.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 0 | 3 |
| Spec score · Investment Accounting Software | 7.6 (#12) | 7.6 (#13) |
| Spec score · Portfolio Management Software | 7.7 (#47) | 8.1 (#25) |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | FinFolio says it has made portfolio management and trading software since 2008. | 1999 |
| Headquarters | FinFolio describes itself as centrally located in Denver, Colorado. | Omaha, Nebraska, United States |
| Integrations | The integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Performance reporting | Yes | Yes |
| Purpose | FinFolio makes portfolio management software for investment advisors and professional wealth managers. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Security | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for 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. |
| Security controls | FinFolio supports segmented logins and functionality-specific rights, and uses Microsoft Active Directory for security. | Orion's security statement lists multi-factor authentication, encryption, intrusion detection, backup procedures, and continuous monitoring among its controls. |
| Support | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
Plans
Orion Portfolio Accounting
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
In their own words
FinFolio
FinFolio is portfolio management software for investment advisors and professional wealth managers. Its platform combines multi-currency portfolio accounting, reporting, rebalancing, trading, billing, a mobile-ready client portal, and other back-office functions. The accounting engine calculates cost, performance, and other financial metrics; users can also analyze allocation and risk and track tax lots. Reports can carry a firm's logo and graphics, while dashboards support practice management. Rebalancing accommodates model-of-models, classifications, UMA, and SMA strategies, with tax-sensitive trading that considers account type, holding country, and unrealized gains or losses. Order management covers FIX-enabled order placement, execution, allocation, and trade processing. Firms can host the software themselves or use hosted deployment, and white-label it with their branding. A documented REST API supports data access, rebalancing, reporting, and imports. Integrations include Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. Pricing is on request, and the homepage offers a trial login for prospective users.
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms. It includes advisory fee billing, household-level rebalancing and trading, a client portal and mobile app, plus professional services, cloud data warehousing and data services. Advisors can assemble personalized reports using drag-and-drop controls and sub-report options. Orion says it reconciles brokerage data with custodians overnight, aiming to have positions reconciled before the U.S. market opens on a typical trading day. The platform lists hundreds of integrations and an open API framework, including an AltExchange connection for alternative-asset aggregation, reporting and billing. It is available standalone or bundled in Orion Foundation, Essentials or Advantage Stacks, with module availability varying by tier. Standalone pricing is on request and depends on firm size, assets under management and configuration. Stack prices start at $13,000 a year for Foundation, $18,000 a year for Essentials and $28,000 a year for Advantage. Orion lists Android, iOS, web and API availability, and offers support by chat, phone, email and co-browsing.