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Orion Advisor Tech vs SMArtX Advisory

Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryWealth Management PlatformsFinancial Advisory Practice
What it isWealth management technology platform for financial advisors with portfolio accounting.Managed accounts platform for RIAs.
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…
Custom
SMArtX charges bundled platform, model, and advisor fees typically ranging 0.05%-2.00% per annum on assets (not a flat SaaS price). Its slimmed-down SMArtY platform is offered fre…
Pricing modelTiered plansCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19992014
Team size1001-5000 employees51-200 employees
HeadquartersOmaha, NEJupiter, FL

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