Compare Orion Advisor Technology and fi360 Toolkit 
Featured Products
At a Glance
Market Segments
Small-Business (66.0% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
Starting at $13,000.00 Per Year
No pricing available
Orion Advisor Technology
Star Rating
(97)4.4 out of 5
Market Segments
Small-Business (66.0% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $13,000.00 Per Year
Browse all 3 pricing plansfi360 Toolkit
Star Rating
(11)4.0 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about fi360 ToolkitSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Orion Advisor Technology excels in providing client-ready performance reports, which many users find invaluable for their work. This feature not only enhances professionalism but also saves time by eliminating the need for manual data entry.
- Users say that fi360 Toolkit stands out for its robust analytics capabilities, allowing users to make informed investment decisions and meet regulatory requirements. Reviewers appreciate the toolkit's customization options, which cater to individual preferences and enhance usability.
- According to verified reviews, Orion Advisor Technology is praised for its ease of use and quick setup process, making it a favorite among users who value efficiency. The intuitive interface helps users manage their time better, which is a significant advantage in a fast-paced environment.
- Reviewers mention that while fi360 Toolkit offers clear analysis of investment vehicles, it may not have the same level of reporting customization as Orion. Users have noted that Orion's reporting features allow for tailored presentations that can include branding elements, which is a plus for client interactions.
- Users highlight that fi360 Toolkit provides a solid foundation for fiduciary practices, with features that support compliance and regulatory needs. This focus on fiduciary responsibility resonates well with users in the financial advisory space.
- G2 reviewers indicate that while both products have their strengths, Orion Advisor Technology has a broader market presence and a higher overall satisfaction score, suggesting that it may be a more reliable choice for users looking for comprehensive investment management solutions.
Pricing
Entry-Level Pricing
Orion Advisor Technology
Foundation Stack
Starting at $13,000.00
Per Year
Cornerstone technology for building your firm
- Billing and Reporting
- Orion Planning
- Client Portal and Mobile App
fi360 Toolkit
No pricing availableFree Trial
Orion Advisor Technology
No trial information availablefi360 Toolkit
No trial information availableRatings
Meets Requirements
8.3
6
8.2
10
Ease of Use
8.1
34
8.2
11
Ease of Setup
7.9
30
8.3
5
Ease of Admin
Not enough data
6.7
5
Quality of Support
7.8
6
8.7
10
Has the product been a good partner in doing business?
Not enough data
7.3
5
Product Direction (% positive)
6.1
6
5.8
11
Features by Category
Functionality
9.2
14
7.3
5
Not enough data
8.0
5
7.6
9
6.7
5
Not enough data
7.0
5
Not enough data
8.0
5
8.7
5
8.0
5
9.5
10
Not enough data
Integration
8.6
7
8.0
5
Not enough data
7.7
5
Not enough data
8.3
5
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
8.7
9
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Orion Advisor Technology and fi360 Toolkit are categorized as Investment Portfolio Management
Unique Categories
Orion Advisor Technology is categorized as Investor Reporting
fi360 Toolkit has no unique categories
Reviews
Reviewers' Company Size
Orion Advisor Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
fi360 Toolkit
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
82.4%
Investment Management
11.8%
Information Technology and Services
2.9%
Accounting
2.9%
‐
Other
0.0%
Financial Services
45.5%
Consulting
18.2%
Insurance
9.1%
Information Technology and Services
9.1%
Biotechnology
9.1%
Other
9.1%
Alternatives
Discussions
Orion Advisor Technology has no discussions with answers
fi360 Toolkit has no discussions with answers
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