Orion Risk Intelligence is a sophisticated software solution designed to help financial advisors assess and manage risk in client portfolios. It provides tools for risk analysis, portfolio construction, and client communication, enabling advisors to make data-driven decisions and align investments with client goals and risk tolerances.

Key Features

Risk Assessment Tools Comprehensive risk evaluation capabilities

• Analyzes portfolio risk across multiple dimensions
• Provides risk scores and detailed breakdowns

Portfolio Construction Advanced portfolio building and optimization

• Offers risk-based portfolio construction
• Allows for customization based on client preferences

Client Engagement Enhanced client communication and understanding

• Generates visual risk reports for client presentations
• Facilitates discussions about risk and investment strategies

Benefits

Improved Decision Making Data-driven investment strategies

• Enables advisors to make informed choices based on quantitative risk metrics
• Helps align portfolios with client risk tolerances and financial goals

Enhanced Client Relationships Better client communication and trust

• Provides clear, visual representations of portfolio risk
• Facilitates more meaningful discussions about investment strategies

Efficient Workflow Streamlined portfolio management process

• Integrates risk assessment with portfolio construction
• Reduces time spent on manual risk calculations and analysis