Side by side
Clearwater Analytics vs Orion Portfolio Accounting
Both stand on investment accounting software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid APIWeb
Institutional investors seeking connected accounting, risk, and reporting across public and private markets should consider Clearwater. Its fit depends on an organization’s requirements and a quote from the company, since pricing is provided on request.
Visit Clearwater Analytics Paid AndroidAPIiPhone+1
Orion combines accounting, billing, reporting and trading capabilities for a range of financial firms. Buyers should confirm pricing and which modules are available in their chosen deployment.
Visit Orion Portfolio AccountingThe facts
| Clearwater Analytics | Orion Portfolio Accounting | |
|---|---|---|
| Free plan | Not published | No |
| Open source | Not published | Not published |
| Runs on | API, Web | Android, API, iPhone, Web |
| Lowest paid plan | Not published | Foundation: $13,000 a year |
| Plans published | None | 3 |
| Maker | Clearwater Analytics | Orion Portfolio Accounting |
| Website | cwan.com | orion.com |
| On investment accounting software | #19 of 30 | #15 of 30 |
Clearwater Analytics: what it does well
- Covers public and private assets across investment workflows.
- Provides daily, multi-basis, multi-currency accounting and reporting.
- Includes cross-asset monitoring, scenario analysis, and stress testing.
- Connects third-party systems and custom Python models through APIs.
- Cloud deployment requires no customer hardware or software installation.
What to know first
- Pricing is available only on request.
- Platform access is listed for web and API.
Orion Portfolio Accounting: what it does well
- Personalized reports use drag-and-drop tools.
- Household-level rebalancing and trading are included.
- Client portal and mobile app are available.
- Lists hundreds of integrations and an open API.
- Supports alternative-asset reporting, billing and aggregation.
What to know first
- No free plan is listed.
- Standalone pricing requires a tailored quote.
- Stack modules vary by tier.
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