Orion Planning is a powerful, easy-to-use platform designed for financial advisors to provide holistic financial planning services. It enables advisors to deliver personalized advice, connect investment performance with progress towards goals, and collaborate on both goals-based and cash flow planning. The platform integrates behavioral finance principles and offers intuitive workflows, data-driven decision-making tools, and customizable reporting capabilities.

Key Features

Intuitive Workflows Streamline the planning process with easy-to-navigate, collaborative tools

• Quick and dynamic plan creation
• Client collaboration features

Data-Driven Decision Making Enhance financial wellbeing through advanced analytical tools

• Meaningful simulations
• Hypothetical scenario analysis
• Actionable step creation

Customizable Reporting Provide in-depth insights into clients' financial health

• Tailored, client-ready reports
• Comprehensive financial picture integration

Benefits

Improved Client Financial Stability Help clients feel more secure in their financial future

• 65% of clients report increased financial stability with a plan
• Holistic advice delivery

Enhanced Advisor-Client Relationship Strengthen connections and demonstrate value

• Personalized planning experiences
• Behavioral finance insights integration

Scalable Business Growth Expand service offerings and increase efficiency

• Seamless integration with other Orion tools
• Marketing support for promoting planning services