Our Technology

Ditch the Old-School Approach To Risk

Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.


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Customize for Every Client

Customize your approach with every client and prospect with our BeFi-driven 3D Risk Profile, personalized proposal generator, and custom asset builder tool.

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3D Risk Profile

Run Stress Testing & Risk Analytics

Strategize based on goals and market realities, and show upside and downside risk. Compare your model with prospect holdings in the context of economic events.

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Leverage Robust Modeling and Portfolio Construction

Test dozens of asset classes and investment vehicles in minutes to easily develop the right investment approach.

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Leveraging Robust Models

Supercharge Your Strategy

Build a stronger business for current and future clients with tools to level up your IPS creation, model management, and investment committee.

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Supercharge Your Growth

Prevent Panic Selling

Ease fears and help your clients stay invested by showing your hedging strategies in real-life macro scenarios.

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Prevent Panic Selling

Boost Growth

Build trust, win business, and grow better with strategies that account for your client’s life changes, goals, and deliver customization at scale.

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Boost Your Growth
Is Your Business Risk-Ready?

Turn the Risk Lens on Your Firm

Understand how macro events affect firm performance with a dashboard that provides meaningful insights into the health of your firm.

Multi-Level KPI Tracking

Keep an eye on performance at the firm, advisor or client level.

Risk and Revenue Stats

View upside and downside risks of your assets, cash flows, revenue and EBITDA across a range of 100+ macroeconomic scenerios.

Allocation Drift Tracking

Track and monitor allocation drift using loss tolerance, investment objective or custom benchmarks.

Access 100+ Real-World Scenarios

Calm investor fears with our regularly-updated library of 100+ stress testing scenarios, built upon robust regression modeling and fueled by Morningstar data.

Sample Scenario


How will the developing cryptocurrency market impact the economy and other asset classes?

Sample Scenario

Fed Shock Therapy

Will the Fed rate hikes curb inflation and stimulate the economy, or will they induce a recession?

Sample Scenario

Housing Whiplash

How will the Fed’s tightening cycle influence the US housing market, and will that be enough to prevent a housing market bust?

Sample Scenario

Cold War 2.0

What’s the market impact of a Cold War between the US and China/Russia?

Sample Scenario

Boomers Retire

How will the aging of the Baby Boomer generation affect stock markets in the United States?

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Free Resource: Whitepaper

How Risk Intelligence Positions You for Success

Advisors have traditionally relied on a cursory review of client risk tolerance. But today’s world is volatile, and that approach no longer works.

Enter Orion Risk Intelligence, which enables advisors to go beyond the simple RTQ to build deeper client relationships and more informed financial plans. This whitepaper explores risk technology and how one firm is putting it to use with remarkable results. In this whitepaper, we’ll show you:

  • Lessons from top advisors on how they are leveraging risk intelligence tools 
  • How you use risk intelligence tools to enhance client relationships
  • The benefits of using risk intelligence to quantify and manage risks for your clients and business
Orion Stacks
Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.1 The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to grow your firm.

With the Advantage Stack, you can stress test a client’s existing portfolio, suggest changes based on goals and market realities, and easily develop the right investment approach.

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Access the power of next-generation risk analytics and stress testing.

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Related Content

1Source: https://digitaledition.investmentnews.com/articles/the-trouble-with-tech-integration

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence 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. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence 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.