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Best AI Portfolio Reporting Tools for Financial Advisors
Short answer: Addepar is known for complex, high-net-worth and family-office reporting. Orion connects reporting with CRM, planning, trading and its Denali AI layer. Altruist suits independent RIAs wanting custody plus reporting, and Advyzon puts CRM and reporting in one system.
Reporting platforms sit at the center of the tech stack, so the choice usually comes down to how complex your clients' assets are and how many other systems you want in one place.
Our picks
1. Addepar
Best for: Complex, high-net-worth and family-office reporting
Data and AI platform known for consolidated reporting across complex portfolios.
2. Orion
Best for: Firms that want one connected platform
Portfolio accounting, Redtail CRM, planning, trading, compliance and the Denali AI layer.
3. Altruist
Best for: Independent RIAs looking for custody plus software
Custody, trading, fee billing and portfolio reporting for independent advisors, plus an AI assistant.
4. Advyzon
Best for: Firms that want CRM, reporting and more in one system
One platform, one code base and one data model for CRM, reporting and more.
Side by side
| 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 ↗ |
| Orion Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI. | Firms that want one connected platform | 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 ↗ |
| Advyzon All-in-one advisor platform on a single code base and data model. | Firms that want CRM, reporting and more in one system | Contact vendor | None listed | 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.
What to check before you buy
- Can it handle your clients' alternatives and held-away assets?
- Which custodians and data feeds does it support?
- How much of your current stack would it replace?
Compare and switch
FAQ
Orion or Addepar?
Orion is an all-in-one wealthtech platform; Addepar is best known for complex, high-net-worth reporting. See our Orion vs Addepar comparison.
What is Orion's Denali AI?
Orion describes Denali as the AI layer across its platform.