SaaS Ranking

Alternatives to Orion

Other Wealth management software vendors we measure, sorted by how much they publish that Orion does not. This is a comparison of disclosure, not of features or fitness.

12 shown of 25 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 “publishes and Orion does not” is the one that closes them.

VendorScorePublishes, and Orion does notOrion publishes, and they do not
Addeparaddepar.com 36/100 1 Public pricing 2 Subprocessor list, Certifications named Compare
Asset-mapasset-map.com 35/100 1 Public pricing 2 Subprocessor list, Named privacy contact Compare
Holistiplanholistiplan.com 30/100 1 Public pricing 3 Subprocessor list, Certifications named, Named privacy contact Compare
Altruistaltruist.com 26/100 1 Status page with history 3 Subprocessor list, HTTPS enforced with HSTS, Named privacy contact Compare
Betterment Advisorbetterment.com 26/100 1 Public pricing 2 Subprocessor list, Data location stated Compare
Nitrogennitrogenwealth.com 22/100 1 Public pricing 3 Subprocessor list, Data location stated, Named privacy contact Compare
Infrontinfront.co 17/100 1 Status page with history 4 Subprocessor list, Data location stated, Certifications named, +1 Compare
Elementsgetelements.com 9/100 1 Public pricing 5 Subprocessor list, Data location stated, Certifications named, +2 Compare
Morningstar Advisormorningstar.com 9/100 1 Status page with history 5 Subprocessor list, Data location stated, Certifications named, +2 Compare
Avaloqavaloq.com 27/100 nothing we found there and not here 2 Subprocessor list, Certifications named Compare
Aixigoaixigo.com 26/100 nothing we found there and not here 2 Subprocessor list, Certifications named Compare
Ponterapontera.com 26/100 nothing we found there and not here 2 Subprocessor list, Named privacy contact 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.