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Holistiplan vs Orion Advisor Tech

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

Tax planning software for financial advisors automating tax return analysis and client-ready reports.

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryFinancial Advisory PracticeWealth Management Platforms
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceFrom $1,599 / yr
Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count.
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 modelTiered plansTiered plans
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20191999
Team size11-50 employees1001-5000 employees
HeadquartersSt. Cloud, MNOmaha, NE

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