Orion Advisor Tech
Orion Advisor Tech provides an integrated wealth management solution that combines portfolio accounting, financial planning, and client experience tools to help independent financial advisors grow their businesses efficiently.
PlanGuru
PlanGuru is a specialized budgeting and forecasting software designed to help you build detailed financial projections, manage cash flow, and perform sophisticated strategic planning for your business or clients.
Quick Comparison
| Feature | Orion Advisor Tech | PlanGuru |
|---|---|---|
| Website | orion.com | planguru.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $99/month |
| FREE Trial | ✘ No free trial | ✓ 14 days 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 | 1989 |
| Headquarters | Omaha, USA | White Plains, USA |
Overview
Orion Advisor Tech
Orion Advisor Tech gives you a unified platform to manage every aspect of your independent advisory firm. You can handle complex portfolio accounting, perform deep financial planning, and deliver a modern client experience through a single, branded portal. The platform eliminates the need for disconnected tools by syncing your data across trading, compliance, and reporting workflows in real-time.
You can scale your operations using automated billing and rebalancing tools that reduce manual errors. Whether you are a solo practitioner or a large enterprise RIA, the software adapts to your specific investment strategies and client service models. By centralizing your back-office tasks, you free up more time to focus on building client relationships and gathering new assets.
PlanGuru
PlanGuru gives you the tools to move beyond basic spreadsheets and build sophisticated financial forecasts with ease. You can import data directly from your accounting system to create integrated balance sheets, income statements, and cash flow reports. The platform allows you to project up to 10 years into the future using over 20 different forecasting methods, helping you visualize long-term growth and potential financial hurdles before they arrive.
You can perform complex 'what-if' analyses to see how specific business decisions—like hiring new staff or taking out a loan—will impact your bottom line. Whether you are a small business owner, a non-profit leader, or an accountant managing multiple clients, the software provides the structure you need to make data-driven decisions. It eliminates the formula errors common in manual spreadsheets while providing professional-grade reporting for stakeholders and lenders.
Overview
Orion Advisor Tech Features
- Portfolio Accounting Track performance and manage data across thousands of accounts with automated reconciliation and high-quality reporting tools.
- Financial Planning Create interactive financial maps for your clients that connect their goals directly to their managed investment portfolios.
- Eclipse Trading Rebalance entire model portfolios or individual accounts quickly while maintaining tax efficiency and custom household constraints.
- Client Portal Provide your clients with a branded mobile app and web portal where they can track their total net worth.
- Automated Billing Calculate complex fee structures and generate invoices automatically to ensure you get paid accurately and on time.
- Compliance Tools Monitor employee trades and automate your firm's regulatory oversight with integrated tools designed for RIA requirements.
PlanGuru Features
- Integrated Financials. Automatically link your income statement, balance sheet, and cash flow statement so every change updates your entire model.
- Accounting Imports. Import your historical data directly from QuickBooks, Xero, or Excel to jumpstart your forecasting process without manual entry.
- What-If Analysis. Create multiple scenarios to test how different business decisions or market changes will affect your future financial health.
- Advanced Forecasting. Choose from over 20 pre-built forecasting methods to project revenue and expenses based on your specific business drivers.
- Professional Reporting. Generate board-ready reports and presentations that clearly communicate your financial story to partners, banks, or investors.
- Consolidated Reporting. Combine multiple business entities into a single consolidated forecast to manage complex organizational structures with ease.
Pricing Comparison
Orion Advisor Tech Pricing
PlanGuru Pricing
- 1 Entity included
- Unlimited standard reports
- QuickBooks & Xero import
- Excel import utility
- Email & chat support
- Everything in Launch, plus:
- Advanced reporting add-in
- Engagement tool for accountants
- Consolidation features
- Priority technical support
Pros & Cons
Orion Advisor Tech
Pros
- Deep integration between financial planning and portfolio data
- Highly customizable reporting templates for client presentations
- Powerful rebalancing engine handles complex householding logic
- Excellent client portal enhances the digital experience
Cons
- Significant learning curve due to platform depth
- Implementation process requires substantial time and effort
- Occasional navigation lag within the web interface
PlanGuru
Pros
- Superior accuracy compared to manual Excel modeling
- Excellent integration with popular accounting software
- Detailed cash flow projections help prevent shortfalls
- Professional report templates save hours of formatting
- Responsive customer support team for technical issues
Cons
- Steep learning curve for non-financial users
- Interface feels dated compared to modern SaaS
- Initial setup requires significant time investment