Orion Risk Intelligence enhances your client interactions. It features a prospect workflow to facilitate personalized conversations about each person’s risk preferences and objectives as they relate to their investment goals.

You can use Risk Intelligence with clients to perform portfolio reviews, enhanced by Risk Intelligence’s portfolio risk analytics, plus hypothetically test model changes before making any portfolio adjustment. Clients feel greater peace of mind moving forward with shifts in strategy when you can demonstrate the reason for change. Risk Intelligence enables you to show how any new strategy still aligns risk with your client’s goals, while creating opportunities for a positive impact on investing outcomes.

Orion Risk Intelligence empowers you to make new model recommendations, test one-off changes within clients’ portfolios, and stress test assets against scenarios that are top of mind for the client.

You can use stress testing to compare portfolios against one another in different market or economic scenarios, such as runaway inflation, interest rate changes or market downturns. It can also assist in a client’s portfolio review and facilitate conversations around economic events that are important to them. Stress testing demonstrates how a client’s portfolio could react at multiple levels in a given scenario. It is a powerful tool to help you educate clients about the impact of risk on their investment portfolio.

Orion is integrating our technology into a single platform that creates an advantage for advisors looking to serve and win with clients. Client portfolios and models unite on one platform, creating one source of truth.

If you are an Orion Connect client, you will now see risk analytics in the portfolio view tool.

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Risk Intelligence doesn’t stop with risk analytics, hypothetical model testing and portfolio stress testing. Risk Intelligence also offers a personalized proposal generator, allowing you to create an individualized document for every prospect you meet.

And unlike other risk analytics tools, which are backward-looking or only based on past economic data, Risk Intelligence looks ahead. Each scenario focuses on the major macroeconomic events your clients want to see and demonstrates potential impacts on their portfolios.

Our team here at Orion is constantly updating our technology and scenarios to address the latest economic shifts and events. Our up-to-date scenarios enable you to prepare your clients for potential outcomes in any economic climate and achieve realistic expectations and investment results.