What Risk Intelligence Means for You

In 2021, Orion acquired HiddenLevers, a next-generation risk analytics and stress-testing platform. In August, HiddenLevers was officially welcomed into the Orion fold and reintroduced as Orion Risk Intelligence.

Orion Risk Intelligence is designed to help advisors grow their business and build lifelong advisor-client relationships. Here’s how it can benefit you:

Simplify Your Sales Cycle

Sales can be a challenging and time-intensive process. Simplifying the sales cycle is crucial for building trust, demonstrating expertise, and achieving faster growth and revenue. Orion Risk Intelligence supports this by:

3D Risk Tolerance Questionnaire

The 3D Risk Tolerance Questionnaire (3D RTQ) uses behavioral finance principles to quickly assess a prospect’s financial reality, thinking, and goals. It helps demonstrate understanding of a prospect’s feelings about risk and enables you to propose strategies that align with those feelings.

Customizable Model Builder

Prospective clients often have existing assets in various forms. Orion Risk Intelligence offers a wide range of pre-built asset types and a custom asset builder for nonmarketable securities or alternative assets. This allows you to consider a prospect’s entire financial picture and craft holistic portfolio recommendations.

Flexible Risk Analytics

After building your model, risk analytics tools help you see how the strategy aligns with your prospect’s risk tolerance and investing goals. You can identify over-exposure or potential downside risks and prepare answers for potential objections.

Personalized Proposal Generator

Advisors can create detailed, branded proposals in minutes. These proposals include easy-to-read charts and graphs, showing portfolio allocation, risk statistics, hypothetical performance, drawdown analysis, and sector-specific risk analyses. This provides prospects with a clear view of your plans for their finances.

Scenario Stress-Testing

Orion Risk Intelligence features a library of over 100 stress-testing scenarios based on current data and real-world events. The scenarios are regularly updated to reflect the latest information, such as the War in Ukraine, the COVID-19 pandemic, and inflationary environments. Visualizing these impacts helps prospects understand your strategy and builds their confidence in your approach.

Strengthen Existing Client Relationships

The same features that support the sales process are vital for nurturing current client relationships. As clients’ financial goals change, Orion Risk Intelligence allows you to test strategy adjustments and ensure alignment with new objectives. You can efficiently run tests on assets or strategy shifts and present detailed potential risks and rewards, fostering trust and strengthening relationships.

Manage Client Expectations During Macro Events

Advisors often act as unofficial therapists during market turmoil. Orion Risk Intelligence’s stress-testing scenarios help you coach clients through challenging times by providing clear data and potential outcomes. Having charts and data to support your advice can prevent panic-selling and encourage informed investment decisions.

Orion Risk Intelligence empowers advisors to bring deeper understanding and certainty to client discussions, transforming all stages of the client relationship.