Orion Strategic Insights

Intelligence for the Questions Firm Leaders Ask

Orion Strategic Insights is a firmwide analytics platform designed for firm leaders who need actionable answers rather than more data to analyze. Powered by Orion's Denali Data Layer, it surfaces advisor performance, AUM trends, household growth, and client retention, consolidating these into a single intelligence view. This enables confident decisions backed by a comprehensive picture of the firm.

First, disparate data is unified into a central source. Next, the data is validated and normalized to ensure reliability and usability. Then, it's presented in a customizable experience to help drive business decisions.

Finally, One Source of Truth for Your Data

Most firms struggle to turn data into action due to scattered, messy, and siloed systems. Strategic Insights addresses this by centralizing both Orion and non-Orion data into a wealth-tech optimized data layer, creating a single source of truth. This data is then transformed into executive-ready dashboards and intelligence, providing clarity and confidence for smart decision-making.

Stop guessing. Start growing.

Surface What Matters Most

Growth Intelligence

• ​Track and analyze EBITDA, revenue, and profitability with advanced forecasting tools that support goal tracking and executive-level planning.

Asset Mapping and Flow Tracking

• ​Visualize asset flows, AUM growth, and custodial allocation across your entire book of business, down to account-level detail.

Peer and Performance Benchmarking

• ​Compare your firm with internal and industry quartile rankings across AUM, income, expenses, and key growth metrics.

M&A Tracking and Integration

• ​Track acquisitions and partnerships from deal flow through post-integration performance, including earnings, valuations, and success metrics.

Stress Testing and Scenario Analysis

• ​Run financial stress tests, market simulations, and forward-looking projections to assess risk across your entire business.

Coming Soon: AI + Custom Insights

• ​Build unique dashboards and intelligent alerts tailored to your goals. Identify acquisition opportunities, client churn risk, firm-level portfolio exposures, and more.

Powering Firmwide Performance

Bring together firmwide and advisor-level data to track performance, identify retention risks, and focus resources where they’ll deliver the most growth.

Spend Less Time Reporting. More Time Advising.

Unify data across advisors and branches to measure performance, uncover growth opportunities, and strengthen your network’s impact.

Your M&A Command Center

Unify data across your network to track performance, monitor your full M&A pipeline from deal flow to integration outcomes, and compare partner success metrics alongside portfolio results.

Clear Insight. Smarter Decisions. Faster Growth.

Strategic Insights helps your firm:

• ​Centralize key data from across systems
• ​Empower your leadership team to drive advisor productivity at scale
• ​Reclaim time by eliminating manual reporting
• ​Uncover actionable insights for coaching, planning, and retention

How to Prep Your Data for AI

If you’re considering AI, it's essential to have your data in order first. A white paper is available that outlines five critical steps to prepare your data for automation, modeling, and smart growth.

See Strategic Insights in Action

A virtual briefing is available to demonstrate how this executive-ready experience turns scattered data into intelligence on revenue, AUM, advisor performance, and more, giving leaders the clarity to drive growth and efficiency across the firm.

Turn Data Into Direction. Fast.

Orion Strategic Insights replaces fragmented data and guesswork with actionable insights.

Frequently Asked Questions

What is Strategic Insights?

Strategic Insights is a dynamic technology platform that centralizes and normalizes your firm’s data into one experience. Powered by Orion’s Denali data lake, it integrates information from Orion and other key systems, eliminating silos and creating a single source of truth. With instant, executive-ready dashboards, it transforms raw data into actionable insights that drive smarter decisions, stronger performance, and faster growth.

How is it different from the tools I have in Orion?

Unlike standard reporting or BI tools that use only Orion portfolio data, this platform pulls from all your key systems — custodians, CRM, spreadsheets, accounting software, and more — and runs it through the Denali data engine to validate, normalize, and standardize everything. The result is reliable, ready-to-use data you can trust for strategic decision-making.

Where does Strategic Insights get its data from?

Strategic Insights pulls information from your key systems — including custodians, CRM, accounting tools, and even spreadsheets — into the Denali data lake, where it’s validated, normalized, and prepared for reliable, ready-to-use reporting and analysis.

Can I customize the dashboards and reports?

Yes. Strategic Insights includes both pre-built dashboards for quick insights and customizable views for deeper analysis.

Who is Strategic Insights designed for?

It’s built for leaders of enterprise firms, aggregator RIAs, and home office teams who need better visibility into growth, performance, and client trends. It is primarily built to support executives, but allows for permissioned-based access for advisors, operations, and data teams.

What is the cost for Strategic Insights?

Strategic Insights is available to Orion clients as a paid add-on, with pricing based on your firm’s specific needs and configuration. Contact the team for a tailored quote.

How do I get started with Strategic Insights?

Reach out to request a consultation. The team will walk you through the platform, discuss your goals, and set up a tailored onboarding and data integration plan.