G2 Vendor Directory

Investor Reporting

10

Products

432

Total reviews

4.4

Avg. rating

Orion Advisor Technology by Orion Advisor Tech leads the Investor Reporting category with a 4.4 rating from 98 reviews. Carta Fund ERP has the strongest momentum in the category, up -54.5% quarter-over-quarter.

LLM citations

Monthly citations by AI answer engines for the top products in Investor Reporting.

LLM citations · Investor Reporting

Source: G2 review data

Key stats

Orion Advisor Technology

Carta Fund ERP

Small Business

Category trends

How the Investor Reporting market is moving, from G2 review and Grid data.

Which products are most adopted?
1
Orion Advisor Technology60 2
Irwin38 3
Carta Fund ERP35 4
Backstop Solutions Suite31 5
VESTBERRY23
Which products do mid-market buyers choose?
1
Orion Advisor Technology22 2
Backstop Solutions Suite6 3
Irwin6 4
Carta Fund ERP5 5
Intralinks FundCentre AI5
Which products do small businesses choose?
1
Orion Advisor Technology36 2
Carta Fund ERP30 3
Irwin29 4
Backstop Solutions Suite24 5
VESTBERRY19

Fastest growing

Ranked by G2 Momentum score.

1

Carta Fund ERP

by Carta · 64 reviews

4.2
2

VESTBERRY

by VESTBERRY · 40 reviews

4.8
3

Visible

by Visible.vc · 18 reviews

4.7

All products

Ranked by G2 Grid position.

1

Orion Advisor Technology

by Orion Advisor Tech · 98 reviews

4.4
2

Carta Fund ERP

by Carta · 64 reviews

4.2
3

VESTBERRY

by VESTBERRY · 40 reviews

4.8
4

Backstop Solutions Suite

by ION Analytics · 46 reviews

4.7
5

Visible

by Visible.vc · 18 reviews

4.7

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