Great financial planning starts with understanding clients, not just the numbers. Orion Planning helps advisors turn meaningful conversations into clear, actionable plans by connecting goals, values, and behavior in one modern planning experience.

Purpose-built for broker-dealers and home offices, this due diligence kit shows how Orion delivers scalable, client-first planning using behavioral tools like BeFi20, 3D Risk Profile, and Protect, Live, Dream. 

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What You'll Discover

  • How Orion Planning standardizes workflows and enables personalized client experiences firmwide
  • Behavioral finance tools that transform conversations into lasting trust
  • How integrated planning unifies tools to streamline operations and strengthen oversight 

Who Should Read This?

  • Broker-dealers seeking scalable planning solutions without sacrificing quality or control
  • Home office teams focused on strengthening compliance, governance, and firm-wide oversight
  • Tech-forward RIAs ready to elevate client engagement through streamlined workflows. 
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What Makes This Due Diligence Kit Essential

Choosing a planning platform shapes how advisors work, how clients engage, and how firms grow. This resource shows what client-first planning looks like at scale and what it takes to support it with confidence. 

Ready to Transform
Your Planning Strategy?

Learn how Orion Planning helps you scale personalized planning through behavioral insight and connected technology. 

Download the Due Diligence Kit

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.