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Elevate Your Risk Intelligence

Orion’s cutting-edge solutions have the tech you need to grow your business.

Risk is an ever-evolving reality. You need a tech solution that’s designed to keep pace with the changing world and positions you to provide hands-on guidance and support for clients. Meet Orion Risk Intelligence.

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Guide Clients, Win Trust, Grow AUM

Orion Risk Intelligence is designed to provide you with intuitive, image-driven risk analytics to educate clients and win their trust.


Tools to enable individualized service

  • 3D Risk Tolerance Questionnaire grounded in behavioral finance
  • Personalized proposal generator with hypothetical performance history and drawdown analysis, fee attributions and sector/geography-specfic analyses
  • Custom asset builder for portfolio construction and stress-testing

Forward-looking, real-world stress testing

  • Robust regression modeling, fueled by Morningstar data.
  • 100+ real-world scenarios, based on present-day macro events.
  • Regular updates to our scenario library to account for the latest shifts in markets or global events.

Flexible tools to enable engaged portfolio creation and management

  • Stress testing across asset classes and investment vehicles, including our custom asset builder for nonmarketable securities.
  • Alerts on high-cost securities across portfolios.
  • Asset allocation drift monitoring relative to model or IPS.
  • Warning when a client’s portfolio is misaligned compared to their risk tolerance.

Guide clients

Personalized, timely, strategically-sound recommendations guide clients to sound investment decisions.

Win trust

With tools designed to make client communication clear, you educate individuals about upside and downside, hidden macro levers and noteworthy market trends. That’s how you win trust.

Grow AUM

As you build a roster of happy clients, your business expands. From personal recommendations to additional investments from existing clients, you see AUM trend upward.

When you demonstrate a commitment to sharing personalized, thoughtful, up-to-the-minute financial advice, you can establish lifelong relationships with clients.

Pricing & Plans

Use Risk Intelligence as a standalone solution or as part of your Orion Tech stack.

Free
Trial

The easiest way to try Risk Intelligence.

$0

(USD) for 14 days
Get Started

Access to:

  • Full Risk Intelligence solution
  • Customized demo with Orion’s expert support team

Current Orion Tech Customer Pricing

50% off monthly Risk Intelligence fees for existing Orion Tech customers.

$200

(USD) per user/mo.
Get Started

Standalone
Pricing

The next-level risk analytics software you need to grow your business and retain clients.

$400

(USD) per user/mo.
Get Started

Access to:

  • 3D Risk Tolerance Questionnaire
  • Custom Proposal Builder
  • Stress-testing based on 100+ real-world macro scenarios
  • Recommendation construction tool, with custom asset builder for nonmarketable securities or alternative assets
  • Risk analyses based on a variety of factors, including sector and geography
  • Business intelligence fueled by Morningstar data
  • KPI tracking for your firm
  • Monitor allocation drift, high-cost securities
  • Integrations with dozens of fintech providers for seamless portfolio uploads and analysis

Ready to Get Started?

Contact us today to learn more about the powerful benefits of incorporating risk analysis and stress testing into your firm’s workflow.

Contact Us

Compliance Code: 1 4 5 3, Orion Advisor Technology, August 12, 2022