Hybrid planning, in your stack.

Orion Planning is the financial planning platform for advisor firms. It's a hybrid — a goals-based client interface anchored on cash-flow modeling under the hood — and connects client goals directly to live portfolio performance. A dedicated mobile app brings planning data and portfolio data together for clients in one branded experience.

Yes. Orion Planning is a hybrid platform. The client-facing interface is goals-based, which research shows is the most effective framing for client engagement and behavioral outcomes. Under the hood, the platform runs as a cash-flow tool, modeling complexity from the current month through the end of the plan. Advisors get the analytical depth of cash-flow planning; clients get the behavioral advantages of goals-based conversations.

eMoney is a standalone financial planning tool focused on cash-flow modeling. As a standalone, it integrates with portfolio accounting platforms via API. Orion Planning offers comparable cash-flow depth under the hood, paired with a goals-based client interface that research shows drives better behavioral outcomes. And it's built into the Orion stack — so the plan, portfolio, trading workflow, billing, and client portal all read from the same source of truth, with no data-sync work.

MoneyGuidePro is a goals-based planning tool, common in broker-dealer and IBD channels. Orion Planning shares the goals-based client interface and adds cash-flow modeling depth under the hood — so advisors don't have to choose between methodologies. The primary differentiation is integration: Orion Planning is built into the Orion stack — so the plan, the portfolio, the trading workflow, the billing, and the client portal all read from the same source of truth, eliminating the data-sync work that comes from stitching standalone tools together.

Orion Planning is the origin point for Orion's behavioral-finance (BeFi) tools. Assessments run inside Planning and push out via API to other Orion products where BeFi data is surfaced. The tools include BeFi20 (a money-personality assessment), the 3D Risk Profile (a multi-dimensional risk-tolerance evaluation), PulseCheck (a values-based assessment), and the Protect-Live-Dream framework (a goals-based investing structure that keeps clients invested through volatility).

Yes. Orion Planning delivers customizable, branded reports that advisors can present in client meetings or share through the Document Vault. Reports include goal-progress visualizations, scenario comparisons, and integrated portfolio performance from Orion Portfolio Accounting.

Yes. Clients view their plan, track goals in real time, and run hypothetical scenarios from the mobile-friendly Client Portal. Advisors stay in control of the experience: they can send specific workflows (retirement planning, education savings, and others) for clients to complete, and they can configure exactly what each client sees inside the planning interface. The Advantage Stack adds front-page financial-plan access inside the client experience for tighter advisor-client collaboration.

Orion Planning is built for advisor firms — solo independents, RIAs, and broker-dealer affiliated practitioners — and the investor clients they serve. Investors access the same data through a mobile-first, advisor-branded experience. Orion Planning can be deployed standalone or as part of the broader Orion stack.

Orion Planning is accessible from Orion Connect (the central hub for Orion products), the Advisor Portal, the mobile app, and wherever else advisors work in Orion. Plans read live data from Orion Portfolio Accounting, so goal progress updates as portfolio values change.

Pricing depends on firm size and configuration. Orion Planning is available as a standalone module, alongside other Orion products, or as part of the Orion Advantage Stack. Contact Orion for a tailored quote.

Request a demo to walk through the planning workflow. Implementation includes data connection to Orion Portfolio Accounting (for current Orion clients) or to the relevant custodial feeds, plus setup of firm-branded report templates.