Orion Advisor Tech
Orion Advisor Tech provides an integrated portfolio accounting and wealth management platform designed to help financial advisors streamline operations, manage investments, and enhance the overall client experience through unified technology.
Thoropass
Thoropass is a compliance automation platform that combines software and in-house auditors to help you achieve and maintain SOC 2, ISO 27001, and HIPAA certifications with ease.
Quick Comparison
| Feature | Orion Advisor Tech | Thoropass |
|---|---|---|
| Website | orionadvisortech.com | thoropass.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1999 | 2019 |
| Headquarters | Omaha, USA | New York, USA |
Overview
Orion Advisor Tech
Orion Advisor Tech offers a comprehensive wealth management solution that connects every part of your advisory business. You can manage the entire client journey from a single hub, including financial planning, portfolio accounting, and automated rebalancing. The platform eliminates the need for disconnected tools by unifying your back-office operations with client-facing portals, allowing you to focus more on building relationships and less on manual data entry.
You can gain deep insights into your firm's performance with customizable reporting and real-time data analytics. Whether you are an independent RIA or part of a large broker-dealer, the software scales to meet your specific compliance and trading needs. By integrating your core functions into one ecosystem, you reduce operational friction and provide a more professional, tech-forward experience for your clients.
Thoropass
Thoropass simplifies the complex world of information security compliance by combining an automated platform with dedicated expert guidance. You can stop juggling spreadsheets and manual evidence collection because the software integrates directly with your tech stack to monitor controls and gather data automatically. Whether you are pursuing SOC 2, ISO 27001, HIPAA, or GDPR, the platform provides a clear roadmap to get you audit-ready faster.
What sets this apart is the integrated audit experience. Instead of finding a third-party auditor, you work with Thoropass's own experts who use the platform to conduct your audit, reducing friction and unpredictable timelines. You get a centralized dashboard to track your progress, manage risks, and prove your security posture to customers and partners without the typical administrative headache.
Overview
Orion Advisor Tech Features
- Portfolio Accounting Track and report on all your managed assets with automated data reconciliation and accurate performance calculations.
- Financial Planning Create interactive, goal-based financial plans that sync directly with your client's real-time investment data.
- Automated Rebalancing Execute trades across thousands of accounts simultaneously while maintaining your specific model portfolios and tax strategies.
- Client Experience Portal Provide your clients with a branded mobile app and web portal to view their net worth and documents.
- Compliance Tools Automate your regulatory oversight with built-in audit trails, trade monitoring, and document storage for easy reporting.
- Custom Reporting Build professional, white-labeled reports that highlight the specific metrics and benchmarks your clients care about most.
Thoropass Features
- Automated Evidence Collection. Connect your cloud services and tools to automatically gather the proof you need for audits without manual uploads.
- Continuous Control Monitoring. Monitor your security controls in real-time and receive alerts the moment a control falls out of compliance.
- Integrated Audit Experience. Work directly with in-house auditors who use your platform data to complete certifications faster and more predictably.
- Security Awareness Training. Deploy and track required security training for your employees directly within the platform to meet compliance standards.
- Policy Management. Access a library of pre-built policy templates you can customize and distribute to your team for digital signatures.
- Risk Assessment Tools. Identify and document your organization's security risks using guided workflows that satisfy specific framework requirements.
Pricing Comparison
Orion Advisor Tech Pricing
Thoropass Pricing
Pros & Cons
Orion Advisor Tech
Pros
- Extensive integration ecosystem connects with most major custodians
- Highly customizable reporting engine for professional client presentations
- All-in-one platform reduces the need for multiple software subscriptions
- Strong focus on the end-client digital experience and portal
Cons
- Significant learning curve due to the depth of features
- Initial setup and data migration can be time-consuming
- Pricing is generally higher than basic standalone reporting tools
Thoropass
Pros
- All-in-one approach includes both software and the actual audit
- Highly responsive customer success teams guide you through every step
- Intuitive interface makes complex security frameworks easy to understand
- Automated integrations significantly reduce manual evidence gathering time
Cons
- Initial technical setup requires significant time from your engineering team
- Custom pricing can be higher than software-only competitors
- Limited flexibility if you prefer using an external audit firm