# eMoney Advisor vs Orion Advisor Tech

| Attribute | eMoney Advisor | Orion Advisor Tech |
|---|---|---|
| **Vioscale score** | 34.2 (22% (low)) | 47.9 (20% (low)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A financial planning platform that enables advisors to organize client financial data, create comprehensive plans with scenario analysis and risk testing, and engage clients through an interactive portal with ongoing access to updates and planning tools. | 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. |
| features.capabilities | `{"iso_27001":false,"soc2_type_ii":false,"estate_and_tax_planning_scenarios":false,"risk_tolerance_questionnaires_and_scoring":false,"monte_carlo_retirement_simulation_planning":true,"aum_fee_calculation_and_direct_billing_push":false,"schwab_fidelity_pershing_custodial_data_sync":false,"client_facing_white_label_portal_and_mobile_app":false,"held_away_asset_aggregation_plaid_byallaccounts":false,"sec_finra_compliant_email_and_document_archiving":false,"automated_portfolio_rebalancing_and_tax_loss_harvesting":false}` | `{"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 | 10 | 5 |
| integrations.list | `[{"name":"Tolerisk"},{"name":"YCharts"},{"name":"Vanilla"},{"name":"Wealth.com"},{"name":"Luminary"},{"name":"Zocks"},{"name":"Jump AI"},{"name":"Black Diamond"},{"name":"Asset-Map"},{"name":"FP Alpha"}]` | `[{"name":"MoneyGuide"},{"name":"Fidelity"},{"name":"RightCapital"},{"name":"Salesforce"},{"name":"LexisNexis"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"regional","availableCountries":["US"],"notAvailableCountries":[]}` | - |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing.model | commercial | commercial |
| security.soc2 | yes | yes |

## Capabilities (Wealth Management)

| Capability | eMoney Advisor | 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: Vioscale. Generated 2026-09-01T17:04:17.036Z. "-" = undocumented, not absent.*