# Orion Advisor Tech vs Vestmark

| Attribute | Orion Advisor Tech | Vestmark |
|---|---|---|
| **Vioscale score** | 47.9 (20% (low)) | 31.2 (8% (low)) |
| deployment.options | `{"cloud":true}` | - |
| description.long | 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. | An integrated platform that helps wealth management firms streamline portfolio operations, optimize tax efficiency, and scale client relationships through combined software, advisory tools, and operational services. |
| features.capabilities | `{"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}` | `{"client_facing_white_label_portal_and_mobile_app":true,"automated_portfolio_rebalancing_and_tax_loss_harvesting":true}` |
| integrations.count | 5 | 2 |
| integrations.list | `[{"name":"MoneyGuide"},{"name":"Fidelity"},{"name":"RightCapital"},{"name":"Salesforce"},{"name":"LexisNexis"}]` | `[{"name":"Vanguard Custom Model Portfolios"},{"name":"250+ asset managers (via model marketplace)"}]` |
| platform.support | `{"web":true}` | - |
| pricing.model | commercial | commercial |
| security.soc2 | yes | - |

## Capabilities (Wealth Management)

| Capability | Orion Advisor Tech | Vestmark |
|---|:--:|:--:|
| **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 2026-09-01T15:09:36.308Z. "-" = undocumented, not absent.*