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Orion Risk Intelligence Reviews & Product Details

Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence

Seller

Orion Advisor Tech

Languages Supported

English

Product Description

Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.

Overview by

Ashleigh Nails

Discussions

Orion Risk Intelligence Community

Pricing

Pricing provided by Orion Risk Intelligence.

Standalone Pricing

$275.00

1 User Per Month

Orion Advantage Stack

Per Year

View More Pricing Information

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Orion Risk Intelligence Media

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.

Orion Risk Intelligence Reviews (36)

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Darshan S.

Small-Business (50 or fewer emp.)

1/25/2024

"It's made easy to analyse the stock"

4/5

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.

Nick T.

Small-Business (50 or fewer emp.)

10/6/2020

"Invaluable Resource"

4.5/5

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.

Joshua J.

Small-Business (50 or fewer emp.)

11/2/2020

"Risk tolerance and scenario examples to help clients get a better understanding."

4/5

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.

Recommendations to others considering Orion Risk Intelligence:

Take a trial run to get a good feel of the program Review collected by and hosted on G2.com.

What problems is Orion Risk Intelligence solving and how is that benefiting you?

Determining clients risk tolerance. Allows discussion with client to get a full picture of what they can expect with market volatility. Review collected by and hosted on G2.com.

Verified User in Financial Services

Enterprise (> 1000 emp.)

10/22/2020

"A different way to make sound financial decisions"

4/5

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.

Recommendations to others considering Orion Risk Intelligence:

Because of the complexity, take it slow and try to master the things that you use the most. Review collected by and hosted on G2.com.

What problems is Orion Risk Intelligence solving and how is that benefiting you?

I like to compare my portfolios with other indexes. Using what-if changes are very easy to perform. I am able to see the results on performance of adding and removing designated assets. Review collected by and hosted on G2.com.

Daniel C.

Small-Business (50 or fewer emp.)

10/27/2020

"I like the idea behind the software and the implementation is very good."

4/5

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.

What problems is Orion Risk Intelligence solving and how is that benefiting you?

I am using the questionnaire to determine a clients risk tolerance and using the integration from Raymond James to determine where their portfolio is rated at. If the answers are off, we will make recommendations for a broad-based asset allocation change. Its helpful to explain it that easily and clients enjoy the conversation. Review collected by and hosted on G2.com.

Michelle H.

Small-Business (50 or fewer emp.)

11/3/2020

"Incorporate Risk Tolerance with Portfolio Analysis"

4.5/5

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.

Recommendations to others considering Orion Risk Intelligence:

Our firm utilizes HiddenLevers reports in prospect and client meetings for years. It has proven vital in explaining investment analysis and portfolio comparison. I would highly recommend HiddenLevers! Review collected by and hosted on G2.com.

What problems is Orion Risk Intelligence solving and how is that benefiting you?

Deep dive analysis reports of prospective client's holdings compared to our model portfolios would take days to create on our own. HiddenLevers' reports take minutes to produce and are aesthetically pleasing far beyond our capabilities. Review collected by and hosted on G2.com.

Thomas B.

Small-Business (50 or fewer emp.)

10/19/2020

"Great for showing clients the past and future of account holdings!"

5/5

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

Small-Business (50 or fewer emp.)

10/21/2020

"Slater"

3.5/5

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.

Owner

Small-Business (50 or fewer emp.)

10/14/2020

"Wonderful program that helps educate both prospects and existing clients on risk exposure"

5/5

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.

Recommendations to others considering Orion Risk Intelligence:

Would highly recommend. Clients seeing past and potential results of their current portfolios with their own eyes is a powerful moment. Review collected by and hosted on G2.com.

What problems is Orion Risk Intelligence solving and how is that benefiting you?

Seeing potential downturns in a dollar amount attached to their holdings is a real wake up call for some. Really helps de-risking portfolios in the transition from accumulation stage of life to a more balanced retirement approach. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

10/20/2020

"Sets the right expectations for the advisor-client relationship"

5/5

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.