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.
Customize your approach with every client and prospect with our BeFi-driven 3D Risk Profile, personalized proposal generator, and custom asset builder tool.
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.
Test dozens of asset classes and investment vehicles in minutes to easily develop the right investment approach.
Build a stronger business for current and future clients with tools to level up your IPS creation, model management, and investment committee.
Ease fears and help your clients stay invested by showing your hedging strategies in real-life macro scenarios.
Build trust, win business, and grow better with strategies that account for your client’s life changes, goals, and deliver customization at scale.
"Reports produced are professional and enhance the client's understanding of their portfolios."
"I have closed several sales with this program and the custom portfolio outputs it helps you with."
"The ability to integrate and link accounts makes it very easy to prospect and build proposed portfolios. Stress testing and scenario analysis is amazing."
Understand how macro events affect firm performance with a dashboard that provides meaningful insights into the health of your firm.
Calm investor fears with our regularly-updated library of 100+ stress testing scenarios, built upon robust regression modeling and fueled by Morningstar data.
How will the developing cryptocurrency market impact the economy and other asset classes?
Will the Fed rate hikes curb inflation and stimulate the economy, or will they induce a recession?
How will the Fed’s tightening cycle influence the US housing market, and will that be enough to prevent a housing market bust?
What’s the market impact of a Cold War between the US and China/Russia?
How will the aging of the Baby Boomer generation affect stock markets in the United States?
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:
Orion Risk Intelligence is offered as a standalone solution or as a part of the Orion Advantage Stack. If you are affiliated with a broker dealer, Risk Intelligence is pending broker dealer approval.
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.
Access the power of next-generation risk analytics and stress testing.
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.
Compliance Code: 1 8 6 1 Orion Advisor Services, July 29, 2024
1861-OAS-7/29/2024