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Orion Advisor Tech vs Pontera

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

Run Your Firm. Not Your Tech Stack.

Pontera logo
Pontera
Wealth Management Platforms

Infrastructure for modern, connected retirement planning

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform for financial advisors with portfolio accounting.Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Pricing
Published priceFrom $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…
No public rate card. Industry reporting (Kitces) states Pontera charges advisors roughly 30 basis points (0.30%) per year on the held-away assets managed through the platform; adv…
Pricing modelTiered plansNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19992012
Team size1001-5000 employees201-500 employees
HeadquartersOmaha, NENew York, NY

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