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.
Rundit
Rundit is a specialized portfolio management software designed for venture capital firms and investment professionals to automate portfolio monitoring, investor reporting, and real-time data collection from startups.
Quick Comparison
| Feature | Orion Advisor Tech | Rundit |
|---|---|---|
| Website | orionadvisortech.com | rundit.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $165/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 | 2017 |
| Headquarters | Omaha, USA | Helsinki, Finland |
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.
Rundit
Rundit is a dedicated platform that simplifies how you manage venture capital portfolios and communicate with stakeholders. Instead of chasing founders for spreadsheets, you can automate the entire data collection process through intuitive request tools. You can track key performance indicators, monitor valuation changes, and generate professional investor reports in minutes rather than days.
The platform acts as a central hub for your investment data, allowing you to visualize fund performance and individual company health through dynamic dashboards. You can also provide your portfolio companies with their own analytics tools, creating a collaborative environment that adds value beyond just capital. It streamlines the heavy lifting of fund administration so you can focus on making better investment decisions.
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.
Rundit Features
- Automated Data Collection. Send automated metric requests to founders and watch your dashboards update instantly as they submit their monthly or quarterly results.
- LP Reporting. Create professional, branded reports for your limited partners using pre-built templates that pull live data directly from your portfolio.
- Portfolio Analytics. Visualize your fund's performance with internal rate of return, multiple on invested capital, and custom KPI tracking across all holdings.
- Founder Dashboards. Give your founders access to their own performance metrics and cap table tools to help them manage their growth effectively.
- Metric Standardization. Convert different currencies and accounting standards into a single unified view to compare companies across your entire global portfolio.
- Document Management. Store and organize investment memos, shareholder agreements, and board decks in a secure, centralized repository for every portfolio company.
Pricing Comparison
Orion Advisor Tech Pricing
Rundit Pricing
- Up to 10 portfolio companies
- Automated data collection
- Standard KPI tracking
- Basic investor reporting
- Founder dashboard access
- Email support
- Everything in Professional, plus:
- Up to 30 portfolio companies
- Advanced analytics and IRR
- Custom report branding
- Multi-currency support
- Priority customer success
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
Rundit
Pros
- Significantly reduces time spent on quarterly reporting
- Clean and modern interface for founders
- Easy to set up custom KPIs
- Excellent customer support during onboarding
- Automated reminders save hours of follow-up
Cons
- Limited advanced accounting integrations
- Learning curve for complex fund structures
- Mobile experience is less robust than desktop