The Role of AI in Financial Services

Rick Williamson of Orion dives into AI and what excites him most about how AI can transform our industry.

Applying AI at Orion

We have been working on integrating the power of AI into some of our technology at Orion. Most recently, we embedded AI into Orion Compare, a first-of-its-kind tool that allows you to easily compare changes to a client's portfolio.

How AI Work in Orion Compare:

Cultivate richer, more meaningful client conversations by providing a customized, AI-assisted explanation of the impact of proposed changes to their portfolio.
These AI narratives are rooted in behavioral finance and fully-tailored to your client’s level of knowledge.
Plus, it's all embedded in the Orion Compare tool, so it's simple to implement!

Discover Orion Compare

This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.

Access to the services presented is provided solely to financial advisors by Orion Advisor Technology, LLC. Orion Compare does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. While the information is deemed reliable, Orion Compare does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.