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Broadridge vs Orion Advisor Tech

Broadridge logo
BroadridgeWealth Management Platforms
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Broadridge logo
Broadridge
Wealth Management Platforms

Global Leader - Financial Technology Solutions

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isGlobal fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceNo public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys…From $13,000 / yr
Orion sells modular "Stacks" for advisors with public starting prices: Foundation ~$13,000/yr, Essentials ~$18,000/yr, Advantage ~$28,000/yr. Final cost varies by AUM, users, and…
Pricing modelNot availableTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20071999
Team size10000+ employees1001-5000 employees
HeadquartersLake Success, NYOmaha, NE

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