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IRESS vs Orion Advisor Tech

IRESS logo
IRESSWealth Management Platforms
From $25 / seat / moPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
IRESS logo
IRESS
Wealth Management Platforms

Powering progress in financial services

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 isFinancial technology platform for trading, wealth management, mortgages, and market data.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceFrom $25 / seat / mo
Pricing depends on modules and number of users (monthly per-user fee). Iress publishes Xplan Mortgage plans starting from GBP 25/month per user; the core Xplan financial-planning…
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 modelPer seatTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19931999
Team size1001-5000 employees1001-5000 employees
HeadquartersMelbourne, AustraliaOmaha, NE

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