No Comparison.
Finally show clients the impacts of changes to their portfolio in real-time. Powered by the #1 all-in-one software program¹ used by advisors.
Orion Compare
Do you struggle to clearly demonstrate how portfolio changes affect your clients' financial goals? Problem, solved.
Backed by BeFi and optimized with AI, this first-of-its-kind technology makes it easier and more efficient than ever for you to help your clients understand the direct impact of portfolio changes. Tasks that took multiple people across your firm hours to complete can now be done in one integrated dashboard — all in just a few clicks, giving you presentation-ready portfolio scenarios in a matter of minutes.
Answer Every “What If?”
Seamlessly combine portfolio accounting valuation, cost basis information, risk analytics, and integrated decision-making trading workflows to generate AI-driven narratives you can share with your clients to help them make informed decisions based on their goals and objectives with Orion’s new Compare Tool.
Streamlined Workflows
Consolidate every cumbersome task tied to change requests. Streamline intricate processes linked to rebalancing, risk alignment, and cash management by generating proposed portfolio decisions in one seamless, unified experience that slashes the time it takes to implement investment modifications.
Embedded BeFi & AI
Cultivate richer, more meaningful client conversations by providing a customized, AI-assisted explanation of the impact of proposed changes to their portfolio. Generate personalized, presentation-ready narratives rooted in behavioral finance and fully-tailored to your client’s level of knowledge.
Easily Show Scenarios
Run existing investment portfolios through potential, real-life scenarios, providing options for accomplishing goals or making adjustments before any changes are executed. Demonstrate the potential effects of portfolio decisions, including risk factors, tax implications, alignment or allocation changes — and easily check your saved scenarios against each other.
Unparalleled Analytics
Get actionable, comparative analytics and a robust rebalancing engine to inform your investment decisions based on risk tolerance, allocations, tax implications and other key factors — all powered by your data from Orion’s Portfolio Accounting tool, Orion Risk Intelligence, Orion Planning and Orion’s BeFi20 tool.
One Integrated UX. One Agreement. All the Power of Orion.
Accessible through Portfolio View within the Advisor Portal, Orion Compare will be released as part of the Orion Advantage Stack — the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm. Say goodbye to silos, and hello to scalable growth.