Altruist vs Orion
A person comparing Altruist with Orion is deciding who holds client accounts for an independent advisory firm, and which company provides the software used on those accounts. Altruist holds the accounts and runs the day-to-day software. Orion makes software for portfolios and client reports, and a different company holds the accounts.
Altruist
82 / 100
Best for
A firm that wants one company to hold the client accounts and to run the software used on those accounts each day.
Orion
81 / 100
Best for
A firm that wants software for portfolios and client reports, while a different company holds the client accounts.
Watch-out
Orion does not hold client accounts. The firm still needs a company that holds them.
Bottom line
Choose Altruist when one company should hold the client accounts and run the day-to-day software. Choose Orion when the firm wants software for portfolios and client reports and will keep the accounts at a different company.