SaaS Ranking

Transparency alternatives to Orion

Other Wealth management software vendors we measure, sorted by how much we found at them and not at Orion. This is a comparison of disclosure, not of features or fitness.

12 shown of 38 that differ from Orion on at least one criterion we measured for both. Public transparency score, not a product or security rating.

Orion has 7 gaps in what we could measure: Data processing agreement, Status page with history, Public pricing, Uptime SLA with a figure, No third-party tracking before consent, security.txt (RFC 9116), Notice before subprocessors change. The column “Found there, not found at Orion” is the one that closes them.

VendorScoreFound there, not found at OrionFound at Orion, not found there
Bank Vontobel Techvontobel.comSee also Transparency alternatives to Bank Vontobel Tech 26/100 2 No third-party tracking before consent, security.txt (RFC 9116) 3 Subprocessor list, Data location stated, Certifications named Compare
Miligetmili.aiSee also Transparency alternatives to Mili 39/100 1 Notice before subprocessors change 1 Subprocessor list Compare
Addeparaddepar.comSee also Transparency alternatives to Addepar 36/100 1 Public pricing 2 Data location stated, Certifications named Compare
Asset-mapasset-map.comSee also Transparency alternatives to Asset-map 35/100 1 Public pricing 2 Subprocessor list, Named privacy contact Compare
Holistiplanholistiplan.comSee also Transparency alternatives to Holistiplan 30/100 1 Public pricing 3 Subprocessor list, Certifications named, Named privacy contact Compare
Altruistaltruist.comSee also Transparency alternatives to Altruist 26/100 1 Status page with history 3 Subprocessor list, HTTPS enforced with HSTS, Named privacy contact Compare
Betterment Advisorbetterment.comSee also Transparency alternatives to Betterment Advisor 26/100 1 Public pricing 2 Subprocessor list, Data location stated Compare
FA Solutionsfasolutions.comSee also Transparency alternatives to FA Solutions 22/100 1 Public pricing 3 Subprocessor list, Data location stated, Named privacy contact Compare
Nitrogennitrogenwealth.comSee also Transparency alternatives to Nitrogen 22/100 1 Public pricing 3 Subprocessor list, Data location stated, Named privacy contact Compare
Ychartsycharts.comSee also Transparency alternatives to Ycharts 22/100 1 Status page with history 3 Subprocessor list, Data location stated, Named privacy contact Compare
Infrontinfront.coSee also Transparency alternatives to Infront 17/100 1 Status page with history 4 Subprocessor list, Data location stated, Certifications named, +1 Compare
Wealthfrontwealthfront.comSee also Transparency alternatives to Wealthfront 17/100 1 Public pricing 4 Subprocessor list, Data location stated, Certifications named, +1 Compare

Only criteria we could measure for both are counted. Where we could measure one and not the other, the row is silent: that would be a statement about our measurement, not about either vendor. Every single result with its source is on the two profiles.