Orion Advisor Tech vs. Morningstar
Side-by-side across both vendors’ full G2 portfolios — reviews, ratings and category coverage aggregated to the company, not a single product.
| Metric | Orion Advisor Tech | Morningstar |
|---|---|---|
| Avg. rating | 4.4 | 4.1 |
| Total reviews | 402 | 760 |
| Review growth (QoQ) | -100.0% | +10.7% |
| Products on G2 | 3 | 3 |
| Categories covered | 8 | 3 |
| Best category rank | #1 in Investor Reporting | #1 in Financial Research |
| Small Business | 84.5% | 48.5% |
| Mid-Market | 13.0% | 21.2% |
| Enterprise | 2.5% | 30.3% |