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Equisoft vs Orion Advisor Tech

Equisoft logo
EquisoftPolicy Administration Systems
CustomPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Equisoft logo
Equisoft
Policy Administration Systems

The bridge to insurance intelligence

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryPolicy Administration SystemsWealth Management Platforms
What it isFinancial services technology platform for advisors and carriers.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceCustom
Equisoft's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based.
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 modelCustom quoteTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19941999
Team size501-1000 employees1001-5000 employees
HeadquartersMontreal, QCOmaha, NE

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