Dig Deeper
Orion 3D
Risk Profile
See risk from all sides and understand clients like never before.
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Move beyond outdated 2D models with a more robust, three-dimensional, BeFi-driven approach that provides a more meaningful look into your client's real feelings about risk.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.
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.
Tech-Enabled Risk Intelligence
Access Orion’s revolutionary 3D Risk Profile across your suite of technology, including Risk Intelligence, Orion Planning, and Advisor Portal.
