CCH Tagetik vs. Orion Comparison


CCH Tagetik Wolters Kluwer	Orion Orion Advisor Technology	+	+
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About Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance.	About Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Large companies in all vertical markets, including banking, insurance, manufacturing, retail, telco, media, construction, power and utilities, healthcare, automotive, law, and more.	Audience Financial advisors and financial firms seeking a solution to manage their operations
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Wolters Kluwer Founded: 1836 United States www.tagetik.com	Company Information Orion Advisor Technology Founded: 1999 United States orionadvisortech.com
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Categories Budgeting Business Performance Management Disclosure Management Financial Close Financial Consolidation Financial Planning and Analysis (FP&A) Financial Reporting Lease Accounting Machine Learning Predictive Analytics Reporting	Categories Business Intelligence Financial Reporting Reporting
Financial Reporting Features "What If" Scenarios Audit Trail Balance Sheet Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Reporting Features Customizable Dashboard Data Source Connectors Drag & Drop Drill Down Email Reports Financial Reports Forecasting Marketing Reports OLAP Report Export Sales Reports Scheduled / Automated Reports Show More Features Budgeting Features "What If" Scenarios Asset Planning Balance Sheet Capital Asset Planning Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Project Budgeting Run Rate Tracking Version Control Business Performance Management Features Ad hoc Analysis Ad Hoc Reports Budgeting & Forecasting Consolidation / Roll-Up Dashboard Key Performance Indicators Predictive Analytics Qualitative Analysis Quantitative Analysis Scorecarding Strategic Planning Lease Accounting Features Amortization Schedule Asset Management Billing & Invoicing Budgeting & Forecasting Capitalization Reporting Critical Date Alerts Expense Tracking For Equipment Leases For Real Estate Payment Tracking Portfolio Management Tax Management Machine Learning Features Deep Learning ML Algorithm Library Model Training Natural Language Processing (NLP) Predictive Modeling Statistical / Mathematical Tools Templates Visualization Predictive Analytics Features AI / Machine Learning Benchmarking Data Blending Data Mining Demand Forecasting For Education For Healthcare Modeling & Simulation Sentiment Analysis
Integrations Asset-Map Azure Marketplace BI Book Co-Pilot FP Alpha Microsoft 365 Microsoft Azure MoneyGuide Open Dental Software Pontera RightCapital Riskalyze SAP HANA SolarWinds Patch Manager SolarWinds Server & Application Monitor SolarWinds Virtualization Manager SolarWinds Web Help Desk iTimekeep Show More Integrations View All 8 Integrations	Integrations Asset-Map Azure Marketplace BI Book Co-Pilot FP Alpha Microsoft 365 Microsoft Azure MoneyGuide Open Dental Software Pontera RightCapital Riskalyze SAP HANA SolarWinds Patch Manager SolarWinds Server & Application Monitor SolarWinds Virtualization Manager SolarWinds Web Help Desk iTimekeep Show More Integrations View All 16 Integrations
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