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Orion Advisor Tech vs Wealth Access

Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Wealth Access logo
Wealth AccessFaculty Management Software
Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Wealth Access logo
Wealth Access
Faculty Management Software

Connect Your Data. See As One. Where Every System Speaks the Same Language

Overview
CategoryWealth Management PlatformsFaculty Management Software
What it isWealth management technology platform for financial advisors with portfolio accounting.Client portal and data aggregation platform for wealth management firms to engage clients holistically.
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…
Wealth Access's current public materials do not expose a dependable numeric starting price. Commercial pricing is treated as sales-led or quote-based.
Pricing modelTiered plansNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19992010
Team size1001-5000 employees51-200 employees
HeadquartersOmaha, NENashville, TN

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