# Orion Advisor Technology, SimCorp One vs Ziggma Comparison | | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Star Rating** | 4.4 out of 5 | 4.4 out of 5 | 4.7 out of 5 | | **Total Reviews** | 98 | 21 | 18 | | **Largest Market Segment** | Small-Business (66.3% of reviews) | Mid-Market (50.0% of reviews) | Small-Business (100.0% of reviews) | | **Entry Level Price** | Starting at $13,000.00 Per Year | No pricing available | $9.90 1 Monthly subscription Per Month | --- ## 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) ### SimCorp One **Not enough data** ### Ziggma **Not enough data** --- ## Ratings Comparison | Rating | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Meets Requirements** | 8.3 (6 reviews) | 9.2 (11 reviews) | 9.4 (14 reviews) | | **Ease of Use** | 8.2 (35 reviews) | 7.6 (12 reviews) | 9.9 (14 reviews) | | **Ease of Setup** | 8.0 (31 reviews) | 6.1 (6 reviews) | Not enough data | | **Ease of Admin** | Not enough data | 6.7 (6 reviews) | Not enough data | | **Quality of Support** | 7.8 (6 reviews) | 7.4 (12 reviews) | 9.4 (11 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 8.1 (6 reviews) | Not enough data | | **Product Direction (% positive)** | 6.1 (6 reviews) | 7.9 (11 reviews) | 10.0 (15 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 ### SimCorp One #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Ziggma #### Entry-Level Pricing Plan: Premium Plan Price: $9.90 1 Monthly subscription Per Month Key Features: - Stock research - Portfolio Tracker - Algorithm-powered stock research [Learn more about Ziggma](https://www.g2.com/products/ziggma/reviews) #### Free Trial Yes --- ## Features Comparison By Category ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Orion Advisor Technology** | 8.7/10 | 27 | | **SimCorp One** | 8.3/10 | 12 | | **Ziggma** | 8.8/10 | 16 | #### Functionality | Feature | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Customizable Reporting** | 9.2 (14 reviews) | 8.5 (8 reviews) | Feature Not Available | | **Market Analytics** | Not enough data | 7.8 (9 reviews) | 9.0 (13 reviews) | | **Client Portal** | 7.6 (9 reviews) | 8.6 (7 reviews) | 8.7 (13 reviews) | | **Investment Accounting** | Not enough data | 9.1 (11 reviews) | 8.6 (12 reviews) | | **Real time ** | Not enough data | 8.9 (9 reviews) | 8.7 (14 reviews) | | **Compliance** | 8.7 (5 reviews) | 7.8 (9 reviews) | Feature Not Available | | **Customizable Reporting** | 9.5 (10 reviews) | Not enough data | Not enough data | #### Integration | Feature | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Data aggregation** | 8.6 (7 reviews) | 8.0 (9 reviews) | 9.2 (13 reviews) | | **Accounting Integration** | Not enough data | 8.5 (11 reviews) | 8.8 (11 reviews) | | **Risk Management** | Not enough data | 7.8 (9 reviews) | 8.8 (13 reviews) | #### Agentic AI - Investment Portfolio Management | Feature | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | Not enough data | | **Cross-system Integration** | 8.7 (9 reviews) | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | Not enough data | ### Investor Reporting | Product | Score | Reviews | |---|---|---| | **Orion Advisor Technology** | N/A | N/A | | **SimCorp One** | N/A | N/A | | **Ziggma** | N/A | N/A | #### Platform Additional Functionality | Feature | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Portal** | Not enough data | Not enough data | Not enough data | | **Messaging** | Not enough data | Not enough data | Not enough data | | **White-Labeling** | Not enough data | Not enough data | Not enough data | #### Platform Data | Feature | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Report Manipulation** | Not enough data | Not enough data | Not enough data | | **Platform Search** | Not enough data | Not enough data | Not enough data | | **Document Automation** | Not enough data | Not enough data | Not enough data | #### Platform Content | Feature | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Email Templates** | Not enough data | Not enough data | Not enough data | | **Email Automation** | Not enough data | Not enough data | Not enough data | | **Custom Reports** | Not enough data | Not enough data | Not enough data | | **Alerts** | Not enough data | 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) --- ## Reviewer Demographics ### By Company Size | Segment | Orion Advisor Technology | SimCorp One | Ziggma | |---|---|---|---| | **Small-Business** | 66.3% | 18.8% | 100.0% | | **Mid-Market** | 30.6% | 50.0% | 0% | | **Enterprise** | 3.1% | 31.3% | 0% | ### 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% #### SimCorp One - **Financial Services:** 31.3% - **Investment Banking:** 18.8% - **Investment Management:** 12.5% - **Information Technology and Services:** 12.5% - **Banking:** 12.5% - **Facilities Services:** 6.3% - **Computer Software:** 6.3% #### Ziggma - **Financial Services:** 37.5% - **Investment Management:** 18.8% - **Accounting:** 18.8% - **Management Consulting:** 6.3% - **Information Technology and Services:** 6.3% - **Capital Markets:** 6.3% - **Banking:** 6.3% --- ## Alternatives ### Alternatives to Orion Advisor Technology - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (545 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 (122 reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 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) ### Alternatives to SimCorp One - [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) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (545 reviews) - [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (122 reviews) - [Seeking Alpha](https://www.g2.com/products/seeking-alpha/reviews) — 4.1/5 stars (31 reviews) - [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) — 4.2/5 stars (58 reviews) - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) — 4.5/5 stars (36 reviews) ### Alternatives to Ziggma - [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) - [Seeking Alpha](https://www.g2.com/products/seeking-alpha/reviews) — 4.1/5 stars (31 reviews) - [Simply Wall St](https://www.g2.com/products/simply-wall-st/reviews) — 4.5/5 stars (12 reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews) - [Fidessa](https://www.g2.com/products/fidessa/reviews) — 5.0/5 stars (1 reviews) - [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (545 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (122 reviews) --- ## Top Discussions ### Orion Advisor Technology No discussions available for this product. ### SimCorp One No discussions available for this product. ### Ziggma No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/orion-advisor-technology-vs-simcorp-one-vs-ziggma)