The Risk Tolerance Questionnaire, Reimagined

Orion’s 3D Risk Profile goes beyond the traditional tolerance questionnaire. Instead, this revolutionary Risk Profile incorporates behavioral finance techniques that examine three dimensions of risk: risk capacity, risk tolerance, and risk composure.

Dimension of Risk
How it Works

The Three Dimensions of Risk

Move beyond outdated 2D models with a more robust, three-dimensional, BeFi-driven approach that provides a more meaningful look into your client's real feelings about risk.

Risk Capacity

Measures the ability to take on risk based on age, current net worth, and financial understanding.

Risk Tolerance

Assesses the willingness to take on more risk for greater reward.

Risk Composure

Provides insight into a client’s expected behaviors during periods of market elation or stress.

Dr. Daniel Crosby
What is Risk Composure?

Revolutionizing Risk

Developed by Chief Behavioral Officer Dr. Daniel Crosby, Orion’s 3D Risk Profile adds a third dimension to the average risk tolerance questionnaire. On top of the typical risk capacity and risk tolerance, we look at risk composure, which measures your client's anxiety around volatility to provide insight into their expected behaviors driven by emotion during periods of market elation or stress. 

Incorporating this BeFi-driven dimension into your risk tolerance assessment helps generate a complete understanding of a client’s risk tolerance and goals — strengthening the planning process and building better trust.

Risk Tolerance Questionnaire

Tech-Enabled Risk Intelligence

Access Orion’s revolutionary 3D Risk Profile across your suite of technology, including Risk Intelligence, Orion Planning, and Advisor Portal.

Orion BeFi Tools

The Future of Finance is Behavioral

Unite financial know-how and psychological principles to support clients.


Introduce investors to their money persona and use those insights to launch deeper conversations.

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Build a goals-based investing strategy to help clients stay the course.

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Orion Advisor Academy

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Ready to Upgrade Your
Approach to Risk?

See how a 3D picture of risk can enhance your client relationships.

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