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  6. Addepar-vs-Orion Risk Intelligence

Compare Addepar and Orion Risk Intelligence

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Add Product
Addepar
Addepar
(5)
4.1 out of 5
Addepar
By Addepar
Orion Risk Intelligence
Orion Risk Intelligence
(36)
4.5 out of 5
Orion Risk Intelligence
By Orion Advisor Tech
At a Glance
Addepar
Addepar
Star Rating
(5)4.1 out of 5
Market Segments
Mid-Market (60.0% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Addepar
Orion Risk Intelligence
Orion Risk Intelligence
Star Rating
(36)4.5 out of 5
Market Segments
Small-Business (74.3% of reviews)
Information
Entry-Level Pricing
$275.00 1 User Per Month
Browse all 2 pricing plans
Featured Products
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(1)
Financial Research
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Pricing
Entry-Level Pricing
Addepar
No pricing available
Orion Risk Intelligence
Standalone Pricing
$275.00
1 User Per Month
Browse all 2 pricing plans
Free Trial
Addepar
No trial information available
Orion Risk Intelligence
Free Trial is available
Ratings
Meets Requirements
Not enough data
8.6
23
Ease of Use
Not enough data
8.2
25
Ease of Setup
Not enough data
Not enough data
Ease of Admin
Not enough data
Not enough data
Quality of Support
Not enough data
8.9
24
Has the product been a good partner in doing business?
Not enough data
Not enough data
Product Direction (% positive)
Not enough data
7.7
20
Features by Category
Financial ResearchHide 12 FeaturesShow 12 Features
Not enough data
7.6
136
Financial Information
Not enough data
8.3
16
Not enough data
7.3
10
Analysis
Not enough data
6.8
12
Not enough data
8.3
15
Not enough data
9.2
15
Not enough data
6.4
7
Not enough data
7.3
8
Market News
Not enough data
7.0
9
Not enough data
8.7
10
Not enough data
7.4
9
Platform Basics
Not enough data
6.4
13
Not enough data
7.5
12
Investment Portfolio ManagementHide 10 FeaturesShow 10 Features
Not enough data
Not enough data
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Risk ManagementHide 6 FeaturesShow 6 Features
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Categories
Categories
Shared Categories
Addepar
Addepar
Orion Risk Intelligence
Orion Risk Intelligence
Addepar and Orion Risk Intelligence are categorized as Investment Portfolio Management
Unique Categories
Addepar
Addepar has no unique categories
Orion Risk Intelligence
Orion Risk Intelligence is categorized as Financial Research and Financial Risk Management
Reviews
Reviewers' Company Size
Addepar
Addepar
Small-Business(50 or fewer emp.)
0%
Mid-Market(51-1000 emp.)
60.0%
Enterprise(> 1000 emp.)
40.0%
Orion Risk Intelligence
Orion Risk Intelligence
Small-Business(50 or fewer emp.)
74.3%
Mid-Market(51-1000 emp.)
22.9%
Enterprise(> 1000 emp.)
2.9%
Reviewers' Industry
Addepar
Addepar
Investment Banking
60.0%
Financial Services
20.0%
Accounting
20.0%
‐
‐
Other
0.0%
Orion Risk Intelligence
Orion Risk Intelligence
Financial Services
74.3%
Investment Management
20.0%
Information Technology and Services
2.9%
Education Management
2.9%
‐
Other
0.0%
Most Helpful Reviews
Addepar
Addepar
Most Helpful Favorable Review
Amir U.
AU
Amir U.
Verified User in Accounting

Addepar goes beyond performance reporting, offering a comprehensive suite of tools to streamline portfolio management and analysis. The platform facilitates risk assessment, allowing asset owners to make strategic decisions based on a thorough understanding...

Most Helpful Critical Review
Orion Risk Intelligence
Orion Risk Intelligence
Most Helpful Favorable Review
Verified User
G
Verified User in Financial Services

I like Risk analysis / scenario breakdown

Most Helpful Critical Review
Verified User
G
Verified User in Investment Management

Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.

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Discussions
Addepar
Addepar Discussions
Monty the Mongoose crying
Addepar has no discussions with answers
See all discussions
Orion Risk Intelligence
Orion Risk Intelligence Discussions
What is HiddenLevers used for?
1 comment
Official Response from Orion Risk Intelligence
Financial advisors use Orion Risk Intelligence (formerly known as HiddenLevers) to help quantify the potential impacts of future risks and make more...Read more
Monty the Mongoose crying
Orion Risk Intelligence has no more discussions with answers
See all discussions
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