# Addepar vs Orion Advisor Tech

| Attribute | Addepar | Orion Advisor Tech |
|---|---|---|
| **vioscaleAI score** | 45.5 (8% (low)) | 47.2 (13% (low)) |
| content.faq | `[{"answer":"Consolidates financial data from multiple custodians and sources into a unified platform with AI-driven analytics. Enables portfolio management, reporting automation, and operational scaling for wealth advisors and financial professionals. It is indexed under Wealth Management.","source":"https://addepar.com","question":"What is Addepar?","confidence":0.6},{"answer":"We have confirmed browser-based access to Addepar. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://addepar.com","question":"What platforms does Addepar support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Addepar, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://addepar.com","question":"Can Addepar be self-hosted?","confidence":0.6},{"answer":"We have confirmed 3 integrations for Addepar, including eMoney Advisor, Envestnet MoneyGuide and Libretto. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://addepar.com","question":"What does Addepar integrate with?","confidence":0.6},{"answer":"We have independently confirmed GDPR for Addepar. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Addepar not holding them. Always confirm compliance directly before you rely on it.","source":"https://addepar.com/legal/privacy-policy","question":"What security certifications does Addepar have?","confidence":0.7}]` | `[{"answer":"Orion Advisor Solutions provides a unified platform for financial advisors combining account aggregation from 15,000+ institutions, portfolio management, financial planning, automated tax optimization, and AI-driven insights across operations and investment management. It is indexed under Wealth Management.","source":"https://orion.com","question":"What is Orion Advisor Tech?","confidence":0.6},{"answer":"We have confirmed browser-based access to Orion Advisor Tech. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://orion.com/blog/when-it-comes-election-what-market-pricing","question":"What platforms does Orion Advisor Tech support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Orion Advisor Tech, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://orion.com/blog/when-it-comes-election-what-market-pricing","question":"Can Orion Advisor Tech be self-hosted?","confidence":0.6},{"answer":"We have confirmed 5 integrations for Orion Advisor Tech, including MoneyGuide, Fidelity, RightCapital, Salesforce and LexisNexis. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://orion.com","question":"What does Orion Advisor Tech integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 for Orion Advisor Tech. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Orion Advisor Tech not holding them. Always confirm compliance directly before you rely on it.","source":"https://orion.com","question":"What security certifications does Orion Advisor Tech have?","confidence":0.48}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | Addepar is a data aggregation and analytics platform for wealth managers, fund managers, and family offices. It unifies information from multiple custodians and asset classes into a centralized system, providing portfolio analysis, client reporting, fee automation, and operational insights to support investment decisions at scale. | A wealthtech platform that combines account aggregation from thousands of financial institutions, AI-powered insights, integrated financial planning tools, and multiple investment management options to help advisory firms streamline operations and deliver comprehensive client service. |
| features.capabilities | `{"aum_fee_calculation_and_direct_billing_push":true,"client_facing_white_label_portal_and_mobile_app":true}` | `{"estate_and_tax_planning_scenarios":true,"monte_carlo_retirement_simulation_planning":true,"schwab_fidelity_pershing_custodial_data_sync":true,"client_facing_white_label_portal_and_mobile_app":true,"held_away_asset_aggregation_plaid_byallaccounts":true,"automated_portfolio_rebalancing_and_tax_loss_harvesting":true}` |
| integrations.count | 3 | 1 |
| integrations.list | `[{"name":"eMoney Advisor"},{"name":"Envestnet MoneyGuide"},{"name":"Libretto"}]` | `[{"name":"MoneyGuide"},{"name":"Fidelity"},{"name":"RightCapital"},{"name":"Salesforce"},{"name":"LexisNexis"}]` |
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | - |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing.model | - | commercial |
| security.gdpr | yes | - |
| security.soc2 | - | yes |

## Capabilities (Wealth Management)

| Capability | Addepar | Orion Advisor Tech |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Schwab fidelity pershing custodial data sync | - | ✓ |
| Monte carlo retirement simulation planning | - | ✓ |
| Automated portfolio rebalancing and tax loss harvesting | - | ✓ |
| Aum fee calculation and direct billing push | ✓ | - |
| Client facing white label portal and mobile app | ✓ | ✓ |
| Sec finra compliant email and document archiving | - | - |
| Risk tolerance questionnaires and scoring | - | - |
| Held away asset aggregation plaid byallaccounts | - | ✓ |
| Estate and tax planning scenarios | - | ✓ |
| SOC2 type ii | - | - |
| ISO 27001 | - | - |
| Pricing model | - | - |

*Source: vioscaleAI. Generated 2026-10-16T19:19:03.609Z. "-" = undocumented, not absent.*