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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 Verified 2026-11-04 | 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 Verified 2026-11-04 | Unverified | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ altruist.com Verified 2026-10-26 | 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 Verified 2026-10-26 | 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 Verified 2026-10-26 | Addepar, Orion, Black Diamond, Tamarac ↗ canoeintelligence.com | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ addepar.com Verified 2026-10-26 | 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 Verified 2026-10-26 | Unverified | None found | Visit |
All-in-one advisor platform (CRM, planning, portfolio accounting, trading, compliance) with Denali AI.
Verified 2026-11-04
Market data, portfolio analysis and client-ready reports. Has advisor plans with custodian integration.
Verified 2026-11-04
Custodian plus software for independent RIAs: commission-free trading and integrated portfolio and reporting tools. Hazel AI is its AI arm (listed separately).
Verified 2026-10-26
AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.
Verified 2026-10-26
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.
Verified 2026-10-26
Wealth data and reporting platform with native AI ('Addison' answers portfolio questions), alternatives data management and Navigator scenario modeling.
Verified 2026-10-26
All-in-one platform (portfolio management, reporting, billing, CRM, document vault, rebalancing, client portal) with Advyzon AI for meeting prep, follow-ups and reporting.
Verified 2026-10-26
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