Understand Risk and Uncover Opportunity With Orion Risk Intelligence
Orion Risk Intelligence combines next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them–regardless of what’s happening in the world.
Risk Assessment & Stress Testing to Guide the Customer Journey
Risk Intelligence has the tools you need to build successful client interactions every step of the way.
Provide individualized recommendations
Our 3D RTQ and personalized proposals allow you to customize your approach for each prospect or client.
Run stress testing and risk analytics
Compare your model with prospect holdings in the context of big-picture economic events. Suggest changes based on goals and market realities, and convey upside and downside risk.
Leverage robust modeling and portfolio construction
Test dozens of asset classes and investment vehicles in minutes to easily develop the right investment approach.
Grow with your clients
Adjust your strategies to account for life changes and new goals. Become a long-term trusted advisor.
Prevent panic selling
Help your clients see the value of staying invested. Showcase your hedging strategies in real-life macro scenarios and ease fears.
Supercharge your strategy and approach
Strengthen your investment models and level up your investment committee to build a stronger business for current and future clients.
Access 100+ Real-World Scenarios
Risks Impact Your Business, Too. Be Prepared to Face Them
Leaders must understand how macro events affect firm performance. Risk Intelligence allows you to turn the risk lens on yourself. Use our business intelligence and risk assessment tools to create a dashboard that provides meaningful insights into the health of your firm.
Multi-Level KPI Tracking
Keep an eye on performance at the firm, advisor or client level.
Risk and Revenue Stats
View upside and downside risks of your assets, cash flows, revenue and EBITDA across a range of 100+ macroeconomic scenarios.
Allocation Drift Tracking
Track and monitor allocation drift using loss tolerance, investment objective or custom benchmarks.
What is Orion Risk Intelligence?
How do I use Orion Risk Intelligence with existing clients?
What are the main use cases for Risk Intelligence?
How do I use stress testing?
How does Risk Intelligence integrate with Orion technology?
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.
Be sure to sign up here for our mailing list to receive alerts about exciting future integrations.
What makes Orion Risk Intelligence unique?
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.