# Orion Advisor Technology vs eMoney Comparison
---
## AI Generated Summary
- **G2 reviewers report** that eMoney excels in providing a user-friendly interface, making it particularly appealing for new financial planners. Users appreciate how quickly they can learn the software, with one reviewer noting it as a "time travel machine" for projecting clients' financial futures.
- **Users say** that Orion Advisor Technology shines in its reporting capabilities, allowing for quick and easy customization of client-ready performance reports. This feature is highlighted as a significant time-saver, enabling users to present information in a polished manner.
- **According to verified reviews** , eMoney stands out for its exceptional customer support, with users frequently praising the responsiveness and eagerness of the support team to assist with any issues. This level of service contributes to a more positive overall experience.
- **Reviewers mention** that while Orion Advisor Technology is effective for trading and proposals, some users have found the initial setup to be less intuitive compared to eMoney. This can lead to a steeper learning curve for new users, which may impact their early experience with the software.
- **G2 reviewers highlight** that eMoney's strong performance in areas like compliance and data aggregation makes it a reliable choice for firms focused on thorough financial planning. Users appreciate the detailed insights it provides, enhancing their ability to manage client portfolios effectively.
- **Users report** that while Orion Advisor Technology has a solid market presence, its overall satisfaction ratings are slightly lower than eMoney's. This suggests that while it has valuable features, there may be areas for improvement in user experience and support that could enhance client satisfaction.



| | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 98 | 67 | 
| **Largest Market Segment** | Small-Business (66.3% of reviews) | Small-Business (72.7% of reviews) | 
| **Entry Level Price** | Starting at $13,000.00 Per Year | Free Trial 1 User Per Year | 

---
## Top Pros & Cons

### Orion Advisor Technology

Pros:
- Ease of Use (44 reviews)
- Setup Ease (27 reviews)

Cons:
- Difficult Learning (14 reviews)
- Integration Issues (12 reviews)

### eMoney

Pros:
- Customer Support (16 reviews)
- Ease of Use (12 reviews)

Cons:
- Data Accessibility (7 reviews)
- Feature Deficiency (6 reviews)

---
## Ratings Comparison
| Rating | Orion Advisor Technology | eMoney | 
|---|---|---|
  | **Meets Requirements** | 8.3 (6 reviews) | 9.3 (57 reviews) | 
  | **Ease of Use** | 8.2 (35 reviews) | 8.5 (58 reviews) | 
  | **Ease of Setup** | 8.0 (31 reviews) | 9.1 (44 reviews) | 
  | **Ease of Admin** | Not enough data | 9.2 (11 reviews) | 
  | **Quality of Support** | 7.8 (6 reviews) | 9.2 (56 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 9.2 (11 reviews) | 
  | **Product Direction (% positive)** | 6.1 (6 reviews) | 9.4 (58 reviews) | 

---
## Pricing

### Orion Advisor Technology

#### Entry-Level Pricing

Plan: Foundation Stack

Price: Starting at $13,000.00 Per Year

Description: Cornerstone technology for building your firm

Key Features:
- Billing and Reporting
- Orion Planning
- Client Portal and Mobile App

[Browse all 3 editions](https://www.g2.com/products/orion-advisor-technology/pricing)

#### Free Trial

No

### eMoney

#### Entry-Level Pricing

Plan: eMoney Plus

Price: Free Trial 1 User Per Year

Description: A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:

Key Features:
- to be able to quickly create a plan  
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience

[Browse all 3 editions](https://www.g2.com/products/emoney/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Orion Advisor Technology** | 8.7/10 | 27 |
| **eMoney** | 9.1/10 | 14 |

#### Functionality

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Customizable Reporting** | 9.2 (14 reviews) | 9.4 (14 reviews) | 
| **Market Analytics** | Not enough data | 8.8 (14 reviews) | 
| **Client Portal** | 7.6 (9 reviews) | 9.6 (14 reviews) | 
| **Investment Accounting** | Not enough data | 8.8 (14 reviews) | 
| **Real time ** | Not enough data | 9.5 (14 reviews) | 
| **Compliance** | 8.7 (5 reviews) | 8.8 (14 reviews) | 
| **Customizable Reporting** | 9.5 (10 reviews) | 9.2 (10 reviews) | 

#### Integration

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Data aggregation** | 8.6 (7 reviews) | 9.1 (13 reviews) | 
| **Accounting Integration** | Not enough data | 8.6 (13 reviews) | 
| **Risk Management** | Not enough data | 8.8 (13 reviews) | 

#### Agentic AI - Investment Portfolio Management

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | 8.7 (9 reviews) | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **Orion Advisor Technology** | N/A | N/A |
| **eMoney** | 9.0/10 | 41 |

#### Platform Additional Functionality

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Dashboard** | Not enough data | 9.3 (38 reviews) | 
| **Cloud** | Not enough data | 9.4 (37 reviews) | 

#### Platform Content

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Automation** | Not enough data | 8.6 (35 reviews) | 
| **Content Library** | Not enough data | 8.8 (36 reviews) | 

#### Platform Data

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Visualization** | Not enough data | 9.5 (40 reviews) | 

#### Platform Interoperability

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **API** | Not enough data | 8.6 (36 reviews) | 

#### Platform Performance

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Reporting** | Not enough data | 9.1 (39 reviews) | 

#### Agentic AI  - Financial Analytics

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Proactive Assistance** | Not enough data | 8.3 (7 reviews) | 

### Investor Reporting

| Product | Score | Reviews |
|---|---|---|
| **Orion Advisor Technology** | N/A | N/A |
| **eMoney** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Portal** | Not enough data | Not enough data | 
| **Messaging** | Not enough data | Not enough data | 
| **White-Labeling** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Report Manipulation** | Not enough data | Not enough data | 
| **Platform Search** | Not enough data | Not enough data | 
| **Document Automation** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Email Templates** | Not enough data | Not enough data | 
| **Email Automation** | Not enough data | Not enough data | 
| **Custom Reports** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)

**Unique to Orion Advisor Technology (1):** [Investor Reporting Software](https://www.g2.com/categories/investor-reporting)

**Unique to eMoney (1):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | Orion Advisor Technology | eMoney | 
|---|---|---|
| **Small-Business** | 66.3% | 72.7% | 
| **Mid-Market** | 30.6% | 18.2% | 
| **Enterprise** | 3.1% | 9.1% | 

### By Industry

#### Orion Advisor Technology

- **Financial Services:** 80.0%
- **Investment Management:** 11.4%
- **Information Technology and Services:** 2.9%
- **Computer Hardware:** 2.9%
- **Accounting:** 2.9%

#### eMoney

- **Financial Services:** 93.9%
- **Consulting:** 1.5%
- **Marketing and Advertising:** 1.5%
- **Investment Management:** 1.5%
- **Banking:** 1.5%

---
## Alternatives

### Alternatives to Orion Advisor Technology

- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews)
- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews)
- [Betterment Advisor Solutions](https://www.g2.com/products/betterment-advisor-solutions/reviews) — 4.4/5 stars (64 reviews)
- [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) — 4.2/5 stars (58 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [Carta Fund Management](https://www.g2.com/products/carta-fund-management/reviews) — 4.1/5 stars (48 reviews)

### Alternatives to eMoney

- [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) — 4.0/5 stars (23 reviews)
- [RightCapital](https://www.g2.com/products/rightcapital/reviews) — 4.6/5 stars (14 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [Seeking Alpha](https://www.g2.com/products/seeking-alpha/reviews) — 4.1/5 stars (31 reviews)
- [Ziggma](https://www.g2.com/products/ziggma/reviews) — 4.7/5 stars (18 reviews)
- [Simply Wall St](https://www.g2.com/products/simply-wall-st/reviews) — 4.5/5 stars (12 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews)
- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews)

---
## Top Discussions

### Orion Advisor Technology

No discussions available for this product.

### eMoney

- Title: [Who uses eMoney?](https://www.g2.com/discussions/who-uses-emoney) — 2 comments
  > **Top comment:** "My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on..."
- Title: [What does eMoney cost?](https://www.g2.com/discussions/what-does-emoney-cost) — 1 comment
  > **Top comment:** "eMoney is a premium platform, and costs just under $400 USD/mo per license. "
- Title: [How does eMoney differ from other wealth management platforms?](https://www.g2.com/discussions/how-does-emoney-differ-from-other-wealth-management-platforms) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Unlike most financial planning solutions, eMoney offers a comprehensive wealth management platform that includes the full range of capabilities you need to..."
- Title: [How does eMoney keep its data secure?](https://www.g2.com/discussions/how-does-emoney-keep-its-data-secure) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Our commitment to safeguarding your and your clients' information surpasses the responsibility of one team or department—it's an ongoing, company-wide effort..."
- Title: [Does eMoney offer data entry services?](https://www.g2.com/discussions/does-emoney-offer-data-entry-services) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/orion-advisor-technology-vs-emoney)