Comparison · 2026
Infnits vs Orion
- Infnits wins on dividend-specific depth: safety scores, income projections, and cut-risk analysis are not available in Orion.
- Orion wins on breadth: CRM, trading, billing, and compliance workflows are built-in.
- For income-focused RIAs or hybrid advisors who want a specialist tool alongside their existing stack, Infnits fills the gap Orion leaves.
Orion is a full-stack wealth management platform with CRM, trading, and reporting built for enterprise RIAs. Infnits is purpose-built for dividend income analytics and client-facing income reporting. If your clients hold dividend stocks, ETFs, or income-oriented portfolios, this comparison covers what matters most.
Feature comparison
| Feature | Infnits | Orion |
|---|---|---|
| analyticsDividend safety scores | Per-ticker 0–10 score with 2008/2020 backtesting | Not available |
| analyticsIncome projection | Rolling 12-month income forecast per client | Basic income reporting only |
| analyticsDividend cut risk alerts | Automated flag when safety score drops | Not available |
| reportingClient reporting | Income-focused client portal | Full-featured performance reports |
| syncBrokerage data sync | Real-time via SnapTrade | Custodian feeds (Schwab, Fidelity, etc.) |
| platformCRM / workflow | Not included | Full CRM built-in |
| platformTrading / rebalancing | Not included | Built-in trading tools |
| platformCompliance tools | Not included | Full compliance suite |
| pricingPricing transparency | Flat per-seat pricing, public | Custom enterprise pricing |
| platformSetup time | Minutes via brokerage OAuth | Weeks of onboarding |
✓ Infnits strengths
- Deepest dividend analytics available for advisors
- Instant setup — no implementation project
- Transparent pricing with no AUM-based fees
- Client-ready income dashboards out of the box
✓ Orion strengths
- All-in-one: CRM + trading + reporting + compliance
- Custodian-native data integrations (Schwab, Fidelity, Pershing)
- Established enterprise-grade infrastructure
- Large partner ecosystem
Who each is best for
Frequently asked questions
Can I use Infnits alongside Orion?
Yes. Most advisors use Infnits as a specialist dividend analytics layer on top of their primary platform. The two tools serve different functions — Orion handles operations and trading; Infnits handles income analysis and dividend-specific client reporting.
Does Orion have dividend safety scores?
No. Orion provides performance reporting and risk analytics but does not score individual holdings for dividend cut risk or produce safety-score-based alerts. That's the core gap Infnits fills.
How long does Infnits take to set up?
Clients connect their brokerage accounts via OAuth in minutes. There is no implementation project, data migration, or custodian agreement required.
Is Infnits an Orion replacement?
No — Infnits is a specialist tool, not a full-stack RIA platform. It does not include CRM, trading, compliance, or billing. It's a complement to platforms like Orion, not a replacement.
20 minutes · Live dashboard · No commitment