Orion Planning: Hybrid Financial Planning Platform for Advisors
Orion Planning is a hybrid financial planning platform integrated into the Orion stack that combines goals-based client interfaces, cash-flow modeling, behavioral finance tools like BeFi20 and 3D Risk Profile, live portfolio data updates, customizable reports, and seamless integration with Orion’s reporting system to enable advisors to create personalized, data-driven financial plans that enhance client engagement and support effective marketing strategies.
Hybrid Planning, In Your Stack
Orion Planning is a financial planning platform integrated into the Orion stack. It is hybrid by design, offering a goals-based interface for clients and cash-flow modeling under the hood. The platform includes a suite of behavioral finance (BeFi) tools such as BeFi20, 3D Risk Profile, PulseCheck, and Protect-Live-Dream. Plans are updated with live portfolio data, ensuring that client conversations and back-office operations are always aligned.
Create Personalized Planning Experiences That Clients Will Love
- Intuitive, Easy-to-Complete Workflows: Collaborate with clients on dynamic plans using quick, easy-to-navigate workflows.
- Data-Driven Financial Decisions: Run meaningful simulations, address hypothetical scenarios, and create actionable steps to ensure clients' financial wellbeing.
- Tailored Reports: Generate customizable, client-ready reports to analyze clients’ financial health and future goals.
- Behavioral Finance Integration: Use the latest behavioral finance research to improve client outcomes.
Power Your Firm’s Value Proposition with a Financial Planning Strategy
Effective marketing is essential for a successful financial planning offering. Key points include:
- The benefits of financial planning for investors with long-term goals.
- How the right tools enhance the planning experience.
- The importance of digital marketing technology in promoting planning services.
The Orion Advantage
Many advisors cite lack of integration between core applications as a major pain point. The Orion Advantage Stack allows seamless connection of all necessary tools, providing clients with a comprehensive view of their financial picture. Financial Planning output can be included with Orion’s reports for an integrated, engaging presentation.
Orion BeFi Tools: The Future of Finance is Behavioral
Orion Planning unites financial expertise and psychological principles to support clients. Key tools include:
- BeFi20: Introduces investors to their money persona, facilitating deeper conversations.
- 3D Risk Profile: Assesses client risk tolerance across three dimensions for more personalized recommendations.
- PLD (Protect, Live, Dream): Builds a goal-based investing strategy to help clients stay the course.
Drive Growth and Scale Through Orion Planning
Orion Planning provides financial planning tools to strengthen advisor-client relationships, increase growth potential, and demonstrate unique value.
Frequently Asked Questions
What is Orion Planning?
Orion Planning is a hybrid financial planning platform for advisor firms, combining a goals-based client interface with cash-flow modeling. It connects client goals directly to live portfolio performance and offers a dedicated mobile app for a unified, branded experience.
Does Orion Planning support both goals-based and cash-flow planning?
Yes. The client-facing interface is goals-based, while the platform operates as a cash-flow tool for analytical depth.
Orion Planning vs. eMoney?
eMoney is a standalone cash-flow modeling tool that integrates with portfolio accounting platforms via API. Orion Planning offers similar cash-flow depth, a goals-based interface, and is built into the Orion stack for seamless integration and data consistency.
Orion Planning vs. MoneyGuidePro?
MoneyGuidePro is a goals-based planning tool. Orion Planning combines a goals-based interface with cash-flow modeling and is integrated into the Orion stack, eliminating the need for data-sync work between standalone tools.
What behavioral finance tools are included in Orion Planning?
Orion Planning includes BeFi20 (money-personality assessment), 3D Risk Profile (multi-dimensional risk-tolerance evaluation), PulseCheck (values-based assessment), and the Protect-Live-Dream framework (goals-based investing structure).
Does Orion Planning produce client-ready reports?
Yes. It delivers customizable, branded reports with goal-progress visualizations, scenario comparisons, and integrated portfolio performance.
Can clients participate in planning through the Client Portal?
Yes. Clients can view their plan, track goals, and run hypothetical scenarios via the mobile-friendly Client Portal. Advisors control the experience and can send specific workflows for clients to complete.
Who is Orion Planning built for?
It is designed for advisor firms (solo independents, RIAs, broker-dealer affiliated practitioners) and their investor clients. It can be deployed standalone or as part of the Orion stack.
How is Orion Planning integrated with the rest of the Orion stack?
It is accessible from Orion Connect, the Advisor Portal, the mobile app, and other Orion platforms. Plans read live data from Orion Portfolio Accounting.
How is Orion Planning priced?
Pricing depends on firm size and configuration. It is available as a standalone module, alongside other Orion products, or as part of the Orion Advantage Stack.
How does a firm get started with Orion Planning?
Firms can request a demo. Implementation includes data connection to Orion Portfolio Accounting or relevant custodial feeds, and setup of firm-branded report templates.
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