You’re at your desk, telling yourself that it’ll only take you a few minutes to put this next client report together. Suddenly, without warning, somewhere between the third sub-menu and the fourth formatting tweak, that 2 o'clock meeting just walked in.
For a lot of advisors, that’s not a hypothetical. For many of you, it’s another Tuesday.
The irony of modern financial advisor work is that the tools built to help you serve clients better can quietly eat the time you would have spent serving them. Reporting is one of the biggest culprits. Not because it is unimportant, but because it takes way longer than it should.
That is the whole reason we built the AI Reporting Suite.
Two Tools, One Big Idea
Query Studio and Report Assistant are two new AI-powered features now available in Orion Portfolio Accounting, and while they do different things, they share the same north star: letting you get the data work done faster so you can get back to your main concern: actually connecting with your clients and prospects.
Here is the simplest way to think about it. Query Studio helps you figure out what you want to look at. Report Assistant helps you shape it into something worth showing. Together, they cover the full reporting loop from idea all the way to finished product, and they do it through plain English instead of clicking through a billion nested menus.
You Know What You Want, Now You Can Just Say It
Query Studio is a completely reimagined way to build and manage data queries. Previously, if you needed to find a specific set of information, you either knew how to build the query yourself, or you submitted a request and waited for it to happen. That doesn’t sound like time well spent on connecting with clients.
Now, with Orion's AI-powered Query Studio, you just describe what you want. "Show all clients and include addresses." The AI builds the query, shows you a live preview, and explains its reasoning so you can see exactly why it made the choices it did. We’ve designed it to be a purpose-driven, transparent AI that shows its work, not a black box that hands you something and swears that it’s accurate.
And if you want to make changes? All you have to do is ask. "Remove the secondary address column." Done. No rebuilding from scratch. No digging back through filters. The whole thing moves at the speed of a conversation.
The queries you build can be saved, shared across your firm, and reused whenever you need them. Build once. Run forever.
Editing Reports Used to Require a Map and a Snack
If you have ever tried to update a report in a traditional tool, you know the experience. Click into a sub-menu. Find the element. Find the setting inside the element. Make the change. Wonder if that was the right setting. Click undo. Wash, rinse, repeat.
Report Assistant skips all of that.
You select the element you want to change, whether it is a text block, a pie chart, a donut chart, or a layout piece, and you just tell it what to do. "Update this text to include Q1 2026." "Add the rep phone number at the bottom." "Change the legend to the bottom of the chart." Orion’s Report Assistant handles it, in context, without you having to leave the report canvas on which you’re working.
You can even add entirely new elements the same way.
Need a line chart? Ask for one.
Need a page break? Done.
Want to pull in a specific sub-report but can’t remember exactly where it lives? Tell Report Assistant what kind of data you are looking for, and it finds it, confirms with you, and appends it automatically.
Report Assistant brings a powerful new time-saving tool to your toolbox, like the difference between digging through a filing cabinet and asking a colleague who knows exactly where everything is.
The Real Win Is Not the Time You Save on Reports
Shaving an hour or two off your reporting workflow is great, there’s no denying that. But the real value is not the hours you save. The real value is in what you choose to do with all that time you’re given back.
It’s that client call you can have time to prepare for. It is the follow-up you send before they had to ask. It is showing up to a review having already read the notes instead of skimming them while the client waits for you in the other room.
Because no matter how smart the tech gets, it’ll never replace what you bring to a client relationship. Instead, Orion’s AI Reporting Suite is designed to get out of your way so you can build those relationships more deeply.