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Orion Risk Intelligence

By Orion Advisor Tech

4.5 out of 5 stars

How would you rate your experience with Orion Risk Intelligence?

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Orion Risk Intelligence Reviews & Product Details

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Pricing

Pricing provided by Orion Risk Intelligence.

Standalone Pricing

$275.00
1 User Per Month

Orion Advantage Stack

Contact Us
Per Year

Orion Risk Intelligence Media

Orion Risk Intelligence Demo - Risk Profile Comparison
Compare the performance of up to four portfolios across multiple scenarios, enabling you to present allocation options and discuss risk in real terms with clients.
Orion Risk Intelligence Demo - Financial Plan Stress Testing
Drop scenarios and goals onto a visual timeline to see the impact on a client's retirement and investment future - all powered by the HiddenLevers stress testing model.
Orion Risk Intelligence Demo - PDF Proposals
Risk Intelligence will help customize branded proposals which can then be generated by users from within the HL platform.
Orion Risk Intelligence Demo - Options + Structured Products
Option builder that includes strike price, expiration, repeat frequency, + Black-Scholes based pricing for stress testing.
Orion Risk Intelligence Demo - Stress Testing
Choose from a library of over 100 stress tests.
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Orion Risk Intelligence Reviews (36)

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Reviews

Orion Risk Intelligence Reviews (36)

View 1 Video Reviews
4.5
36 reviews

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DS
Small-Business (50 or fewer emp.)
"It's made easy to analyse the stock"
What do you like best about Orion Risk Intelligence?

It's really good for reasearch for a stock Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

The interface is quite slow and taking time Review collected by and hosted on G2.com.

NT
Small-Business (50 or fewer emp.)
"Invaluable Resource"
What do you like best about Orion Risk Intelligence?

The out put reports are client friendly and very compelling. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

There is a learning curve and the software isn't exactly inexpensive. Review collected by and hosted on G2.com.

JJ
Small-Business (50 or fewer emp.)
"Risk tolerance and scenario examples to help clients get a better understanding."
What do you like best about Orion Risk Intelligence?

I like the ability to show scenarios from past major economic events so that clients can see how their current and recommended portfolios would have performed. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Client Mode could use more features when presenting to client. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Enterprise (> 1000 emp.)
"A different way to make sound financial decisions"
What do you like best about Orion Risk Intelligence?

The instantaneous results you obtain with a user friendly interface. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

The options, at times, can seem mind-boggling. Review collected by and hosted on G2.com.

DC
Small-Business (50 or fewer emp.)
"I like the idea behind the software and the implementation is very good."
What do you like best about Orion Risk Intelligence?

I like the investment risk scores along with the integration with Raymond James. I can quickly see how much risk is in a client's portfolio. The questionnaire is simple and easy for the client to understand. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

I dislike that it cannot comprehend certain investments like structured investments or annuities with their guarantees. Some UITs are also missed. This leads to a misleading risk score. I also dislike how the risk questionnaire scores all come back between 15 and 25 regardless of their answers; someone young and wants risk will come up with a 38 which is 75% stocks. I find that incorrect. Review collected by and hosted on G2.com.

MH
Small-Business (50 or fewer emp.)
"Incorporate Risk Tolerance with Portfolio Analysis"
What do you like best about Orion Risk Intelligence?

HiddenLevers has been an integral part of our process to ensure that client's portfolios are in line with their risk tolerance, time horizon, and goals. Reports produced by HiddenLevers are professional and enhance the client's understanding of their portfolios. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Additional customization capabilities would improve the experience. Review collected by and hosted on G2.com.

TB
Small-Business (50 or fewer emp.)
"Great for showing clients the past and future of account holdings!"
What do you like best about Orion Risk Intelligence?

I love HiddenLevers! It has helped me clearly show clients what is happening in their current accounts and what the possible futures can be for them. I have closed several sales with this program and the custom portfolio outputs it helps you with. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

The only thing that I found a little challenging was that it told a few portfolios to get used to the program's options. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business (50 or fewer emp.)
"Slater"
What do you like best about Orion Risk Intelligence?

The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a metaphor for risk/return (driving a car, etc.) Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

The RTQ should consider showing the graphs for different equity allocations ending on a down market, as well as up markets. It's easy for someone to think they want to choose the aggressive option when the end result always shows it outperforming the S&P 500 during an up market. Showing the graph end on a down market might help explain the volatility better. Also the Orion integration is a little buggy sometimes, for instance I just tried to login and am not seeing holdings for any of the accounts through the integration. Review collected by and hosted on G2.com.

John K.
JK
Owner
Small-Business (50 or fewer emp.)
"Wonderful program that helps educate both prospects and existing clients on risk exposure"
What do you like best about Orion Risk Intelligence?

The stress test is an exceptional tool to demonstrate portfolio reaction to potential adverse market conditions. Also the ability to look at past portfolio performance side by side has proved very useful as well. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Nothing. They seem to have too much fun at work?? Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market (51-1000 emp.)
"Sets the right expectations for the advisor-client relationship"
What do you like best about Orion Risk Intelligence?

The relevancy of outcomes for each scenario is what investors are really thinking about. If a client has real concerns over a specific event that could effect them from achieving their goals, we can see how each underlying investment would react, then at the account level, then at the entire portfolio level. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Individual fixed income investments are not as accurate as stocks, ETFs, or mutual funds. It can be difficult to determine the best mix of scenario outcomes aligned with probably of them happening for Compliance to be in agreement as well. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Orion Risk Intelligence.

Standalone Pricing

$275.00
1 User Per Month

Orion Advantage Stack

Contact Us
Per Year
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Orion Risk Intelligence Features
Data Visualization
Document Search
Financial Analysis
Charting
Risk Analysis
Market Information
Mobility
Interoperability
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Orion Risk Intelligence
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