Portfolio Risk Analytics

Risk Analytics Built on Behavioral Finance

Show clients how their portfolios perform under various market conditions with Orion Risk Intelligence, a risk analytics and proposal platform designed for advisor firms. Built on a behavioral-finance-driven 3D Risk Profile and over 100 macroeconomic stress-test scenarios, the platform enables advisors to run any client portfolio through real-world conditions in seconds, turning every risk conversation into an opportunity to deepen client relationships.

Key Features

• ​3D Risk Profile: A behavioral-finance-grounded risk tolerance assessment evaluating risk required, risk capacity, and risk preference for a more accurate client profile.
• ​Personalized Proposal Generator: Create tailored proposals for clients and prospects.
• ​Custom Asset Builder Tool: Build and test custom assets within portfolios.
• ​Stress Testing & Risk Analytics: Analyze upside and downside risk, compare models with prospect holdings, and strategize based on goals and market realities.
• ​Robust Modeling and Portfolio Construction: Test dozens of asset classes and investment vehicles quickly to develop the right investment approach.
• ​IPS Creation and Model Management: Tools to enhance investment policy statement creation, model management, and investment committee processes.
• ​Panic Selling Prevention: Demonstrate hedging strategies in real-life macro scenarios to help clients stay invested.
• ​Growth Enablement: Build trust and grow your business with strategies that adapt to client life changes and goals, delivering customization at scale.

Client Testimonials

• ​"Reports produced are professional and enhance the client's understanding of their portfolios." — Michelle H, G2 review
• ​"I have closed several sales with this program and the custom portfolio outputs it helps you with." — Thomas B, G2 review
• ​"The ability to integrate and link accounts makes it very easy to prospect and build proposed portfolios. Stress testing and scenario analysis is amazing." — Cory P, G2 review

Firm-Level Risk Insights

• ​Firm Performance Dashboard: Understand how macro events affect firm performance with a dashboard providing insights into firm health.
• ​Multi-Level KPI Tracking: Monitor performance at the firm, advisor, or client level.
• ​Risk and Revenue Stats: View upside and downside risks of assets, cash flows, revenue, and EBITDA across 100+ macroeconomic scenarios.
• ​Allocation Drift Tracking: Track and monitor allocation drift using loss tolerance, investment objectives, or custom benchmarks.

100+ Real-World Scenarios

Orion Risk Intelligence offers a library of over 100 regularly-updated stress testing scenarios, built on robust regression modeling and powered by Morningstar data. Example scenarios include:

• ​Cryptomania: Impact of the developing cryptocurrency market on the economy and asset classes.
• ​Fed Shock Therapy: Effects of Federal Reserve rate hikes on inflation and economic growth.
• ​Housing Whiplash: Influence of Fed tightening on the US housing market.
• ​Cold War 2.0: Market impact of geopolitical tensions between the US and China/Russia.
• ​Boomers Retire: Effects of the Baby Boomer generation's retirement on US stock markets.

Whitepaper: How Risk Intelligence Positions You for Success

This whitepaper explores how advisors can leverage risk intelligence tools to:

• ​Learn from top advisors using risk intelligence
• ​Enhance client relationships
• ​Quantify and manage risks for clients and businesses

Pricing

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  Standalone Solution: $275 per user, per month (10% discount for annual billing)

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  Included Features:

  • ​100+ Stress Tests
  • ​Robust Regression Modeling
  • ​Portfolio Construction
  • ​3D Risk Profile
  • ​Asset Drift Monitor
  • ​Custom Asset Builder
  • ​Personalized Proposal Builder
  • ​Morningstar Data Integration
  • ​Proposal and IPS Solution
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  Advantage Stack: Includes all Risk Intelligence features plus:

  • ​Orion Compare Tool
  • ​Pre-Trade Compliance
  • ​Enhanced Proposal and Integrated Proposal Workflow

Orion Advantage Stack

The Orion Advantage Stack integrates all the tools advisors need to grow their firm, addressing the common pain point of disconnected core applications. With this stack, advisors can stress test portfolios, suggest changes based on goals and market realities, and develop the right investment approach seamlessly.

Free Trial

Advisors can start a free trial of Orion Risk Intelligence by filling out a form with their contact and firm information.

Frequently Asked Questions

What is Orion Risk Intelligence?

A portfolio risk analytics, stress-testing, and proposal-generation platform for financial advisors, featuring a BeFi-driven 3D Risk Profile and 100+ macroeconomic stress-test scenarios.

What is the 3D Risk Profile?

A behavioral-finance-based risk tolerance assessment evaluating risk required, risk capacity, and risk preference for a more accurate client match.

What kinds of stress tests can I run?

Over 100 scenarios covering market events, historical replays, and forward-looking macro shocks. Advisors can also build custom scenarios.

Where does the underlying data come from?

Primarily Morningstar data, Federal Reserve data, and regression models. Integrates with Orion Portfolio Accounting for automatic client holdings import.

How does Orion Risk Intelligence compare to other platforms?

• ​Nitrogen (formerly Riskalyze): Orion adds multi-dimensional risk profiling, more stress-test scenarios, and native integration with Orion Portfolio Accounting.
• ​Morningstar Advisor Workstation: Orion is focused on risk profiling, stress testing, and proposal generation, while Morningstar is research-first.
• ​YCharts: Orion offers deeper stress-testing and integration with Orion Portfolio Accounting.

Can I use Orion Risk Intelligence for prospects?

Yes, the proposal generator and custom asset builder are designed for prospect engagement.

Does Orion Risk Intelligence include a firm-level dashboard?

Yes, it includes a Risk Monitor for firm-level risk and allocation-drift tracking.

How is Orion Risk Intelligence priced?

$275 per user per month, with a 10% discount for annual billing. Also included in the Orion Advantage Stack.

What additional features are included in the Orion Advantage Stack?

Orion Compare Tool, Pre-Trade Compliance, and Enhanced Proposal Workflow.

Is Orion Risk Intelligence available to broker-dealer affiliated advisors?

Yes, pending broker-dealer approval. Advisors should check with their home office before starting a free trial.