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Orion vs Altruist
Short answer: Orion is best for firms that want one connected platform; Altruist is best for independent rias looking for custody plus software. Neither publishes prices, so get quotes from both. Book demos of both and test them on your real workflow.
| Orion | Altruist | |
|---|---|---|
| What it is | Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI. | Wealth platform for independent advisors with custody, trading, reporting and AI. |
| Best for | Firms that want one connected platform | Independent RIAs looking for custody plus software |
| Category | Portfolio analytics & proposals | Portfolio analytics & proposals |
| Free option | None listed | None listed |
| Starting price | Contact vendor | See vendor |
| Key capabilities |
|
|
| Skip it if | You only need one point solution. | You're at a broker-dealer that requires its own custodian. |
| Details | Orion overview | Altruist overview |
| Visit Orion Get a Orion demo | Visit Altruist Get a Altruist demo |
About Orion
Orion combines portfolio accounting, Redtail CRM, planning, trading, compliance, a client portal and its Denali AI layer, alongside TAMP and OCIO investment services.
Check before choosing Orion
- Ask how pricing works (often tied to assets or accounts)
- Clarify which modules are in the quote
- Plan for a migration project
About Altruist
Altruist offers custody, onboarding, trading, fee billing, portfolio reporting and a model marketplace for independent advisors, along with an AI assistant it describes as knowing your book.
Check before choosing Altruist
- Read the Altruist Financial fee schedule
- Moving custody is a big project; plan the transition
- Check integrations with your CRM and planning tools
FAQ
Orion vs Altruist: which is better for financial advisors?
Orion is best for firms that want one connected platform; Altruist is best for independent rias looking for custody plus software. Neither publishes prices, so get quotes from both. Book demos of both and test them on your real workflow.
What is the difference between Orion and Altruist?
Orion: Wealthtech platform combining portfolio accounting, CRM, planning, trading, compliance and AI. Altruist: Wealth platform for independent advisors with custody, trading, reporting and AI.
Is Orion or Altruist cheaper?
Neither publishes prices, so get quotes from both.