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Orion Advisor Tech vs Practifi

Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Practifi logo
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Practifi logo
Practifi
Wealth Management Platforms

Intelligent CRM for RIAs That Demand More Power

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform for financial advisors with portfolio accounting.Client engagement platform for wealth management on Salesforce.
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…
From $80 / seat / mo
Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor…
Pricing modelTiered plansCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19992013
Team size1001-5000 employees51-200 employees
HeadquartersOmaha, NEChicago, IL

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