fi360 Toolkit vs. Orion Advisor Technology
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Orion Advisor Technology |
|---|---|---|
| Overall rating | 4.0 | 4.4 |
| Review count | 11 | 98 |
| Ease of use | 8.4 | 8.4 |
| Ease of setup | 8.6 | 8.2 |
| Quality of support | 8.9 | 8.1 |
| Meets requirements | 8.4 | 8.6 |
| NPS | 27.272727 | 65.306122 |
| Small Business | 72.7% | 66.3% |
| Mid-Market | 9.1% | 30.6% |
| Enterprise | 18.2% | 3.1% |
| Total page views | 120 | 775 |
| Total LLM citations | 197 | 8,404 |
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
- Investment Management
- Data Analysis
Orion Advisor Technology
Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving within a unified, technology-driven framework. This innovative platform integrates various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, to provide a holistic offering that empowers financial advisory firms to attract new clients and connect investment strategies more meaningfully to individual goals and outcomes.
- Ease of Use
- Setup Ease
- Reporting
- Functionality
- Customer Support
- Investment Management