Risk analytics.
Built on BeFi.

Orion Risk Intelligence is the portfolio risk analytics, stress-testing, and proposal-generation platform for financial advisors. It includes the BeFi-driven 3D Risk Profile, 100+ regularly-updated macroeconomic stress-test scenarios, and a personalized proposal generator.

The 3D Risk Profile is Orion's behavioral-finance-grounded risk-tolerance assessment. It evaluates a client's risk tolerance across three dimensions — risk required, risk capacity, and risk preference — rather than the single-axis risk score most legacy tools produce. The result is a more accurate match between client psychology and portfolio construction.

Orion Risk Intelligence ships with 100+ scenarios covering market events (Cryptomania, Fed Shock Therapy, Housing Whiplash, Cold War 2.0, Boomers Retire), historical replays (2008 financial crisis, COVID 2020), and forward-looking macro shocks. The library is regularly updated. Advisors can also build custom scenarios.

Risk Intelligence primarily uses Morningstar data (for funds and ETFs), Federal Reserve data, and data generated by regression models to estimate portfolio behavior under each scenario. The platform also integrates with Orion Portfolio Accounting so client holdings flow in automatically — no manual data entry per analysis.

Nitrogen (formerly Riskalyze) is best known for its single-axis risk number and proposal-generation workflow, with risk-tolerance software now sold standalone after a recent unbundling. Orion Risk Intelligence covers the same risk-profiling and proposal territory and adds the multi-dimensional 3D Risk Profile, 100+ macroeconomic stress-test scenarios, and native integration with Orion Portfolio Accounting — so portfolios flow in without rekeying. Many features overlap across these platforms; the differentiation is depth of risk modeling plus integration with the broader Orion stack.

Morningstar Advisor Workstation is built around fund-level research and portfolio analytics anchored in Morningstar data. Orion Risk Intelligence shares some surface area — it also uses Morningstar data for funds and ETFs — but is purpose-built for risk profiling, stress testing, and proposal generation, anchored on the 3D Risk Profile and 100+ macroeconomic scenarios. The differentiation is focus: research-first vs. risk-and-proposal-first.

YCharts and Orion Risk Intelligence sit close together in the category — both cover risk analytics, portfolio comparison, and investment-research workflows that overlap substantially. Two differentiators set Orion Risk Intelligence apart: deeper stress-testing capability (100+ macroeconomic scenarios anchored by the BeFi-driven 3D Risk Profile), and native integration with Orion Portfolio Accounting — so client portfolios flow in without rekeying.

Yes. The personalized proposal generator and custom asset builder are designed for prospect engagement — model a prospect's existing holdings against your firm's recommended portfolio, then deliver a branded proposal that shows the side-by-side comparison.

Yes. Risk Intelligence includes a Risk Monitor that surfaces firm-level upside and downside risk across 100+ macroeconomic scenarios, plus allocation-drift tracking against tolerance, investment objectives, or custom benchmarks — useful for firm leadership monitoring overall book-of-business risk posture.

Risk Intelligence is $275 per user per month, with a 10% discount for annual billing. Standalone access includes the full feature set — 100+ stress tests, regression modeling, portfolio construction, 3D Risk Profile, asset drift monitor, custom asset builder, and proposal builder. Risk Intelligence is also included in the Orion Advantage Stack.

Inside the Advantage Stack, Risk Intelligence adds the Orion Compare Tool, Pre-Trade Compliance, and an Enhanced Proposal and Integrated Proposal Workflow. The integrated workflow lets advisors run the proposal generator directly inside the Advisor Portal alongside trading and reporting.

Yes, but use is pending broker-dealer approval. Many BDs have already approved the platform; advisors at affiliated firms should check with their home office before starting a free trial.