Orion Advisor Tech vs Wealthbox
On the evidence we track, Wealthbox leads this comparison with a composite score of 53/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.
Capabilities
Feature-by-feature on the axes that matter for wealth management. “-” means undocumented, not absent.
What each one is
The product in its own terms, so the numbers below have context.
Orion Advisor Tech
A unified system that integrates client relationship management, financial planning, portfolio administration, trade execution, regulatory compliance, and AI-powered insights into a single connected environment for financial advisory firms.
Wealthbox
LeaderA CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently.
Pricing
List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.
Orion Advisor Tech
Pricing not documented yet.
Wealthbox
LeaderFrom $59/user/month. 14-day free trial, no credit card required.
- Basic$59/user/month
- Contact & household management
- Task management
- 1 opportunity pipeline
- Calendar & meetings
- 2 GB file storage
- Pro$75/user/month
- Everything in Basic, plus:
- Workflows & automations
- Two-way email sync
- Broadcast email
- 3 opportunity pipelines
- Premier$99/user/month
- Everything in Pro, plus:
- Customizable dashboards & homepages
- Workflow template sharing
- API development support
- 5 workspaces
- EnterpriseContact sales
- Everything in Premier, plus:
- Enterprise SSO
- Dedicated account manager
- Unlimited workspaces
- Priority enterprise support
Platform & deployment
Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.
Integrations
What each product connects to. Counts come from the vendor's own integration directory where one exists.
- RightCapital
Orion Advisor Tech
- MoneyGuide
- Fidelity
- Salesforce
- LexisNexis
Wealthbox
Leader- AdviceCloud
- AdvisorStream
- Amplify
- Andes
- AssetMark
- Black Diamond
- Catchlight
- CurrentClient
- Dispatch
- Estately
- Feathery
- Finpace
- Flourish
- Forms Logic
- FP Alpha
- Gmail
- Google Calendar
- Mako Fintech
- Mili
- Outlook
- Outlook Calendar
- Qwil Messenger
- RBC
- Signal Advisors
- +6 more
Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.