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Orion Strategic Insights

Unlock opportunities that drive growth, efficiency, and smarter strategy.

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Transform complex data into executive-level insights that drive results.

Strategic Insights

The C-Suite's Strategic Advantage

Your firm’s most important answers are already in your data—if you can find them.

Strategic Insights pulls in data from Orion and beyond to deliver instant, executive-ready dashboards tailored to your goals. Transform revenue and profitability metrics — like EBITDA and operating margins — into growth intelligence. Track revenue per advisor, cost to serve, profitability per client, among other KPIs, and model forward-focused projections to guide strategic decisions.

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First, we unify your disparate data into a central source

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Next, your data is validated and normalized to make it reliable and usable

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Then, it's presented in a customizable experience to help drive your business decisions

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Finally, One Source of Truth for Your Data

Most firms struggle to turn data into action. It can be scattered, messy, and siloed in systems that don’t connect. Strategic Insights changes that by centralizing your Orion and non-Orion data into a wealth-tech optimized data layer — your single source of truth.

From there, Strategic Insights transforms that data into executive-ready dashboards and intelligence, giving you the clarity and confidence to make smart decisions.

Stop guessing. Start growing.

Discover the Denali Data Layer

Surface What Matters Most

Growth Intelligence

Track and analyze EBITDA, revenue, and profitability with advanced forecasting tools that support goal tracking and executive-level planning.

Asset Mapping and Flow Tracking

Visualize asset flows, AUM growth, and custodial allocation across your entire book of business — down to account-level detail.

Peer and Performance Benchmarking

See how your firm stacks up with internal and industry quartile rankings across AUM, income, expenses, and key growth metrics.

M&A Tracking and Integration

Track acquisitions and partnerships from deal flow through post-integration performance — complete with earnings, valuations, and success metrics.

Stress Testing and Scenario Analysis

Run financial stress tests, market simulations, and forward-looking projections to assess risk across your entire business.

Coming Soon: AI + Custom Insights

Build unique dashboards and intelligent alerts tailored to your goals. Identify acquisition opportunities, client churn risk, firm-level portfolio exposures, and more.

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Insight at Scale

Powering Firmwide Performance

Bring together firmwide and advisor-level data to track performance, identify retention risks, and focus resources where they’ll deliver the most growth.

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Unifying Data for a Stronger Network

Spend Less Time Reporting. More Time Advising.

Unify data across advisors and branches to measure performance, uncover growth opportunities, and strengthen your network’s impact.

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Make Strategic Decisions

Your M&A Command Center

Unify data across your network to track performance, monitor your full M&A pipeline from deal flow to integration outcomes, and compare partner success metrics alongside portfolio results.

Advisor Walking

Clear Insight. Smarter Decisions. Faster Growth.

Strategic Insights helps your firm:

  • Centralize key data from across systems
  • Empower your leadership team to drive advisor productivity at scale
  • Reclaim time by eliminating manual reporting
  • Uncover actionable insights for coaching, planning, and retention

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AUM Whitepaper
Free Resource

How to Prep Your Data for AI

If you’re thinking about AI, you need your data in order first. This white paper walks you through the five critical steps to get your data ready for automation, modeling, and smart growth.

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Executive Briefing

See Strategic Insights in Action

Join us for a virtual briefing where we’ll demo how this executive-ready experience turns scattered data into intelligence on revenue, AUM, advisor performance, and more — giving leaders the clarity to drive growth and efficiency across the firm.

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Power a Smarter Strategy

Turn Data Into Direction. Fast.

Orion Strategic Insights replaces fragmented data and guesswork with insights you can actually use.

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Frequently Asked Questions

What is Strategic Insights?

Strategic Insights is a dynamic technology platform that centralizes and normalizes your firm’s data into one experience. Powered by Orion’s Denali data lake, it integrates information from Orion and other key systems, eliminating silos and creating a single source of truth. With instant, executive-ready dashboards, it transforms raw data into actionable insights that drive smarter decisions, stronger performance, and faster growth.

How is it different from the tools I have in Orion?

Unlike standard reporting or BI tools that use only Orion portfolio data, this platform pulls from all your key systems — custodians, CRM, spreadsheets, accounting software, and more — and runs it through our Denali data engine to validate, normalize, and standardize everything. The result is reliable, ready-to-use data you can trust for strategic decision-making.

Where does Strategic Insights get its data from?

Strategic Insights pulls information from your key systems — including custodians, CRM, accounting tools, and even spreadsheets — into our Denali data lake, where it’s validated, normalized, and prepared for reliable, ready-to-use reporting and analysis.

Can I customize the dashboards and reports?

Yes. Strategic Insights includes both pre-built dashboards for quick insights and customizable views for deeper analysis. 

Who is Strategic Insights designed for?

It’s built for leaders of enterprise firms, aggregator RIAs, and home office teams who need better visibility into growth, performance, and client trends. It is primarily built to support executives, but allows for permissioned-based access for advisors, operations, and data teams.

What is the cost for Strategic Insights? 

Strategic Insights is available to Orion clients as a paid add-on, with pricing based on your firm’s specific needs and configuration. Contact our team for a tailored quote.

How do I get started with Strategic Insights?

Reach out to request a consultation. We’ll walk you through the platform, discuss your goals, and set up a tailored onboarding and data integration plan.

Access to the Orion Strategic Insights platform is available exclusively to Orion Advisor Technology, LLC (“Orion”) customers. The platform aggregates data from Orion products and authorized third-party systems for informational purposes only. Orion Strategic Insights does not make recommendations or determine the suitability of any security or strategy, nor does past performance of a security or strategy guarantee future results. Orion does not guarantee the accuracy or completeness of external data and is not liable for decisions made based on these insights. Actions may require use of the originating system.