Prepare Clients for the Election with Orion’s Financial Risk Management Software

As a financial advisor, you’re no stranger to navigating market uncertainties—especially when it comes to major events like elections. With the 2024 U.S. Presidential election around the corner, your clients are likely wondering how the results will impact their investments. To help answer these pressing questions, we have added a new Election 2024 scenario to Risk Intelligence, Orion’s financial risk management software.

Introducing the Election 2024 Scenario

Our new Election 2024 scenario is designed to help you provide clear, data-driven insights to your clients about how various political outcomes could affect their portfolios. Whether clients are concerned about what might happen if the Democratic or Republican candidate wins or how a divided government could impact markets, our stress-testing tool offers clarity.

With this scenario, you can show clients the potential effects of different election outcomes on key economic indicators like the S&P 500, the U.S. Dollar, and the 10-Year Treasury yield, enabling you to manage their expectations and provide reassurance in uncertain times.

How Orion’s Risk Intelligence Tool Helps Advisors Succeed

Orion’s Risk Intelligence tool is more than just a collection of stress tests—it's a comprehensive financial risk management software that equips advisors to assess and manage risk effectively. It starts with our 3D Risk Tolerance Questionnaire, which applies behavioral finance principles to gauge a client’s financial reality, thinking, and goals.

Our risk analytics software also includes a Customizable Model Builder, Flexible Risk Analytics, and a Personalized Proposal Generator to create detailed, data-driven strategies tailored to each client's needs. These tools, combined with our extensive scenario library, empower advisors to build holistic financial plans that consider both current market conditions and future uncertainties.

Turn Uncertainty into Opportunity

With Orion’s Risk Intelligence, you have the power to transform uncertainty into opportunity. The Election 2024 scenario is just one of the many ways our tool helps you proactively address your clients' concerns, keeping them focused on their long-term financial goals rather than short-term market fluctuations.

If you’re ready to explore how our risk analytics software can enhance your client conversations and drive growth for your practice, start a free trial of Orion Risk Intelligence today. Experience firsthand how our comprehensive suite of tools can help you navigate the complexities of financial advising with confidence.