Orion KO

Unlock the Power 
of Behavioral Finance

Strengthen client relationships with tools built to connect money to meaning. 

Whether you're new to BeFi or looking to go deeper, explore each tool below to see how it can elevate your planning conversations. 

Why of BeFi

Help Clients Discover What Truly Drives Them

The "Why of BeFi" introduces the science behind our approach to behavioral finance. Learn how understanding your clients' beliefs and behaviors leads to stronger outcomes - and stronger trust. 

 
3D Risk Profile

Move Beyond Risk Tolerance with a 3D View

Risk is more than a number. With our 3D Risk Profile, you can assess a client's risk tolerance, risk capacity, and risk composure - giving you a holistic lens to guide investment decisions and client conversations. 

 
BeFi20

Surface the Blind Spots That Derail Plans

The BeFi20 is a behavioral assessment that identifies a client's top cognitive biases - those hidden tendencies that influence financial decisions. Use it to spark powerful conversations and build smarter, bias-aware plans. 

 
Protect, Live, Dream

Reframe the Planning Conversation

Protect, Live, Dream is a client-friendly framework that helps advisors organize financial goals into three intuitive buckets - making planning conversations more engaging, personalized, and memorable. 

 
PulseCheck

Track Client Sentiment in Real Time

PulseCheck makes it easy to regularly assess how clients are feeling - financially and emotionally - so you can respond quickly, strengthen connections, and guide them through uncertain times. 

 

Bring the Human Side of Wealth Management to Life

Ready to integrate BeFi into your practice? Dive into the videos above - or connect with us to see how these tools can transform your client relationships. 

Request a Consultation

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.

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.