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Orion Portfolio Accounting vs Xplan

Orion Portfolio Accounting

7.7 #13 in Portfolio Management Software

About Orion Portfolio Accounting

Xplan

7.8 #12 in Portfolio Management Software

About Xplan
Orion Portfolio AccountingXplan
Free planNo
Paid from$1083.33/mo
PlatformsAndroid, api, iOS, WebAndroid, api, iOS, Web
Asset class coveragemulti_asset_alternatives
Performance reportingYes
Client portalYesYes
Financial planningYes
Proposal generationYes
Compliance workflowsYes
Document vaultYes
Billing and invoicingYes
Cash-flow modelingYesYes
Goal planningYesYes
Tax planningYesYes
Scenario analysisYesYes
Insurance planningYesYes
Investment planningYesYes

Listed together in Best Portfolio Management SoftwareBest Financial Planning SoftwareBest Financial Advisor Software