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7 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Orion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user/yr. Core portfolio and reporting pricing isn't published. ↗ orion.com/advisor-tech/compliance/plans | Salesforce, Redtail ↗ orion.com | Says it holds ISO/IEC 42001 certification for AI (homepage); Says 'Orion maintains SOC 2 compliance' ↗ orion.com | Visit | |
| Free $0. Plus $39/mo. Premium $79/mo. Advisor Core $209/mo. Higher advisor tier $299/mo. Discount for firms under $100M AUM. ↗ koyfin.com/pricing | Unverified | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ altruist.com | Redtail, Wealthbox, Salesforce, Advyzon, eMoney, RightCapital, MoneyGuide, Vise, StratiFi, SmartRIA ↗ altruist.com/integrations | SOC 2 Type 2 examination by an independent AICPA auditor ↗ altruist.com/legal/security | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ vise.com | Schwab, Fidelity, Pershing, Goldman Sachs Custody Solutions, Raymond James, Altruist ↗ vise.com | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ canoeintelligence.com | Addepar, Orion, Black Diamond, Tamarac ↗ canoeintelligence.com | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ addepar.com | Unverified | Publishes a SOC 3 report (the public summary of a SOC 2 audit) ↗ addepar.com | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ advyzon.com/advyzon-ai | Unverified | None found | Visit |
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
Market data, portfolio analysis and client-ready reports. Has advisor plans with custodian integration.
Custodian plus software for independent RIAs: commission-free trading and integrated portfolio and reporting tools. Hazel AI is its AI arm (listed separately).
AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.
Automated document collection and data extraction for alternative investments (capital calls, distribution notices, capital account statements), with 'Canoe AI' trained on alts. Acquired by Bloomberg.
Wealth data and reporting platform with native AI ('Addison' answers portfolio questions), alternatives data management and Navigator scenario modeling.
All-in-one platform (portfolio management, reporting, billing, CRM, document vault, rebalancing, client portal) with Advyzon AI for meeting prep, follow-ups and reporting.
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