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Orion Risk Intelligence description
Orion Risk Intelligence is a financial technology tool designed for wealth management professionals. Part of a larger suite of tools, it helps financial advisors understand and manage investment risk. It offers features like portfolio stress testing and helps advisors create investment proposals. Orion Risk Intelligence is targeted towards financial advisors and wealth managers who want to analyze potential downsides and find new investment opportunities.
Who is Orion Risk Intelligence best for
Orion Risk Intelligence helps financial advisors manage investment risk and create proposals. Users praise its client-friendly reports and portfolio stress testing. However, some find the interface slow and the cost high. Best for medium to large financial firms.
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Best for medium-sized businesses (101-1000 employees), good fit for large enterprises.
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Ideal for financial advisors and wealth managers.
Orion Risk Intelligence features
Supported Orion Risk Intelligence helps advisors analyze potential downsides and find new investment opportunities by providing tools to understand and manage risk. |
Supported Orion Risk Intelligence supports advisors in creating investment proposals. |
Supported Orion Risk Intelligence offers portfolio stress testing to analyze potential downsides. |
Orion Risk Intelligence reviews
We've summarised 36 Orion Risk Intelligence reviews (Orion Risk Intelligence G2 reviews) and summarised the main points below.
- Client-friendly reports that are easy to understand.
- Excellent portfolio stress testing and scenario analysis.
- Useful risk tolerance questionnaire.
- Helpful for client risk assessment and portfolio comparisons.
- Facilitates valuable client conversations about risk.
- Slow interface and occasional performance lags.
- High cost, especially for a solo advisor.
- Steep learning curve, not intuitive to use.
- Limited customization for certain features.
- Inaccurate data sometimes requires manual adjustments.
Orion Risk Intelligence pricing
The commentary is based on 3 reviews from Orion Risk Intelligence G2 reviews.
While Orion Risk Intelligence offers valuable risk analysis and portfolio management tools, some users find it pricey. Consider exploring alternative solutions if budget is a primary concern. However, the benefits of streamlined risk assessment and client communication may outweigh the cost for some advisors.
See the Orion Risk Intelligence pricing page.
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Orion Risk Intelligence has a free trial.
Includes 100+ Stress Tests, Robust Regression Modeling, Portfolio Construction, 3D Risk Profile, Asset Drift Monitor, Custom Asset Builder, Personalized Proposal Builder, Fueled by Morningstar Data, Proposal and IPS Solution.
Includes all Standalone features plus Access to the Orion Compare Tool, Pre-Trade Compliance, Enhanced Proposal and Integrated Proposal Workflow.
Orion Risk Intelligence alternatives
Orion Risk Intelligence FAQ
Orion Risk Intelligence is a financial technology tool for wealth management professionals. It helps financial advisors understand and manage investment risk, offering features like portfolio stress testing and investment proposal generation. It's ideal for advisors seeking to analyze potential investment downsides and identify new opportunities.
What is Orion Risk Intelligence and what does Orion Risk Intelligence do?
Orion Risk Intelligence is a financial technology tool for wealth management professionals. It helps financial advisors understand and manage investment risk, offering features like portfolio stress testing and investment proposal generation. It's ideal for advisors seeking to analyze potential investment downsides and identify new opportunities.
There is no information available about specific integrations for Orion Risk Intelligence. It's part of a larger suite of Orion tools, suggesting potential integration within that ecosystem. However, details on integrations with third-party tools are not provided.
How does Orion Risk Intelligence integrate with other tools?
There is no information available about specific integrations for Orion Risk Intelligence. It's part of a larger suite of Orion tools, suggesting potential integration within that ecosystem. However, details on integrations with third-party tools are not provided.
Top alternatives to Orion Risk Intelligence include Nitrogen, a risk tolerance and client management platform, Morningstar Direct for in-depth market research and portfolio analysis, and fi360 Toolkit for fiduciary-focused investment management. These competitors offer similar functionalities for financial professionals.
What the main competitors of Orion Risk Intelligence?
Top alternatives to Orion Risk Intelligence include Nitrogen, a risk tolerance and client management platform, Morningstar Direct for in-depth market research and portfolio analysis, and fi360 Toolkit for fiduciary-focused investment management. These competitors offer similar functionalities for financial professionals.
Orion Risk Intelligence appears legitimate, boasting a 4.5/5 rating on G2 based on 36 reviews. Users praise its client-friendly reports and portfolio stress testing capabilities. However, some users mention a slow interface and high cost. Consider these factors when evaluating if Orion Risk Intelligence is safe and suitable for your needs.
Is Orion Risk Intelligence legit?
Orion Risk Intelligence appears legitimate, boasting a 4.5/5 rating on G2 based on 36 reviews. Users praise its client-friendly reports and portfolio stress testing capabilities. However, some users mention a slow interface and high cost. Consider these factors when evaluating if Orion Risk Intelligence is safe and suitable for your needs.
Orion Risk Intelligence's Standalone plan costs $275 per user/month. Pricing for the Advantage Stack, which includes additional features, is custom. Contact Orion for a quote to determine if the product pricing fits your needs.
How much does Orion Risk Intelligence cost?
Orion Risk Intelligence's Standalone plan costs $275 per user/month. Pricing for the Advantage Stack, which includes additional features, is custom. Contact Orion for a quote to determine if the product pricing fits your needs.
Customer reviews highlight Orion Risk Intelligence's excellent "chat" feature and responsive team. Users appreciate the clear layout of client presentations, facilitating better communication and understanding of risk assessments. However, some users desire more private strategy options within the platform.
Is Orion Risk Intelligence customer service good?
Customer reviews highlight Orion Risk Intelligence's excellent "chat" feature and responsive team. Users appreciate the clear layout of client presentations, facilitating better communication and understanding of risk assessments. However, some users desire more private strategy options within the platform.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.