Orion Portfolio Solutions vs Tamarac by Envestnet
portfolio management comparison · Updated June 2026
Orion Portfolio Solutions
portfolio management · paid
AI-powered portfolio reporting and wealth management platform
Tamarac by Envestnet
portfolio management · paid
Portfolio management and rebalancing
Quick Comparison
| Feature | Orion Portfolio Solutions | Tamarac by Envestnet |
|---|---|---|
| Category | portfolio management | portfolio management |
| Pricing Model | paid | paid |
| Price Range | Paid | AUM-based pricing |
| Free Tier | ✗ No | ✗ No |
| Target Market | SMB / Mid-market | SMB / Mid-market |
| Affiliate Program | ✗ No | ✗ No |
In-Depth Look
Orion Portfolio Solutions
Comprehensive wealth management technology platform with AI-driven portfolio reporting, data consolidation, trading automation, and client portal. Simplifies multi-custodian reporting and compliance for RIAs and broker-dealers.
Visit Orion Portfolio Solutions →Tamarac by Envestnet
Portfolio management, rebalancing, trading, and reporting platform for RIAs.
Visit Tamarac by Envestnet →Used by These Professions
The Bottom Line
Both Orion Portfolio Solutions and Tamarac by Envestnet are strong options in the portfolio management space. Neither offers a free tier, so request demos from both to evaluate which fits your workflow.
Both are accessible to SMB and mid-market teams with transparent pricing.
The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying Orion Portfolio Solutions first, then evaluating Tamarac by Envestnet if it doesn't meet your needs.