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Orion alternatives for financial advisors
Short answer: The closest alternatives to Orion are Addepar (best for complex, high-net-worth and family-office reporting), Altruist (best for independent rias looking for custody plus software), Nitrogen (best for risk-tolerance conversations and proposals). Orion itself is best for firms that want one connected platform.
Orion: Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI. See the full Orion overview or all portfolio analytics & proposals tools.
Orion starts at
Lowest published starting price
Nitrogen: From $99/mo per Center (annual)
Alternatives with a free option
Kwanti
Why advisors look beyond Orion
- Ask how pricing works (often tied to assets or accounts).
- Clarify which modules are in the quote.
- Plan for a migration project.
- Not a fit if: You only need one point solution.
5 alternatives to Orion
| Tool | Best for | Starting price | Free option | Link |
|---|---|---|---|---|
| Addepar Data and AI platform for wealth reporting and analysis. | Complex, high-net-worth and family-office reporting | Contact vendor | None listed | Visit ↗ |
| Altruist Wealth platform for independent advisors with custody, trading, reporting and AI. | Independent RIAs looking for custody plus software | See vendor | None listed | Visit ↗ |
| Nitrogen Suite for risk tolerance, proposals and retirement readiness (formerly Riskalyze). | Risk-tolerance conversations and proposals | From $99/mo per Center (annual) | None listed | Visit ↗ |
| YCharts Financial research and proposal platform for advisors and asset managers. | Research, charts and model-portfolio proposals | Contact vendor | None listed | Visit ↗ |
| Kwanti Portfolio analytics, stress testing and branded proposals for advisors. | Prospect proposals from uploaded statements | From $195/user/mo | 14-day free trial; no credit card required. | Visit ↗ |
Checked against vendor websites on October 21, 2026. List prices as of October 21, 2026; prices change often, so confirm on each vendor's site.
How to choose
- Choose Addepar if you want complex, high-net-worth and family-office reporting.
- Choose Altruist if you want independent RIAs looking for custody plus software.
- Choose Nitrogen if you want risk-tolerance conversations and proposals.
- Choose YCharts if you want research, charts and model-portfolio proposals.
- Choose Kwanti if you want prospect proposals from uploaded statements.
- Before you switch, list the integrations you rely on today and ask each vendor to confirm them in writing, then have compliance review data handling.
Related comparisons
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FAQ
What is the best alternative to Orion?
It depends on what you need. Addepar is best for complex, high-net-worth and family-office reporting; Altruist is best for independent rias looking for custody plus software; Nitrogen is best for risk-tolerance conversations and proposals.
Why look for a Orion alternative?
Common reasons are integrations with the rest of your stack, firm size, features and price. Orion is best for firms that want one connected platform, so if that isn't you, compare the options below.
How much do Orion alternatives cost?
As of October 21, 2026, published starting prices are: Nitrogen From $99/mo per Center (annual); Kwanti From $195/user/mo. Addepar, Altruist, YCharts don't publish pricing. Orion is priced by quote.