getquin vs Orion Portfolio Accounting

getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. Its tracker supports importing, tracking, and analyzing more than 800,000 assets. Data can be added through supported financial-institution connections, manual entry, CSV files, or PDF files; Open Banking imports work only with supported brokers, while manual imports are available worldwide. Portfolio tools include performance measures, cost, tax and dividend views, a dividend calendar, fund holdings analysis, allocation analysis, and risk analysis. AI agents can explain returns, risks, dividends, and performance drivers, and examine diversification and costs. Users can discuss stocks in a forum and share portfolios for community feedback. getquin offers web, iOS, and Android access. Its free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis. Paid plans start at €89.99/yr. getquin says connections are read-only, data is encrypted with AES-256, stored in Germany and Europe, and not sold; users can permanently delete stored data.

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.