Orion Risk Intelligence Overview

Learn how advisors can use Orion Risk Intelligence's risk analytics, behavioral finance tools, stress testing, and proposal generation to support more informed client conversations. This overview walks through a basic Orion Risk Intelligence workflow, including how client portfolios flow from Orion Connect, how advisors can create proposals for existing clients or prospects, and how risk scores, current holdings, recommended models, and client-facing outputs come together in one process. Advisors can see how Orion Risk Intelligence can help compare a client’s current portfolio to a recommended model, evaluate potential performance across market scenarios, and generate a PDF proposal that can be reviewed with the client or uploaded to the client portal. Key Takeaways Understand what Orion Risk Intelligence is and how it supports advisor-client conversations Learn how client portfolios flow from Orion Connect into Orion Risk Intelligence See how advisors can create proposals for both existing clients and prospects Review three ways to capture a client’s risk score Understand how Orion’s 3D Risk Profile Questionnaire supports behavioral finance conversations Learn how to compare current holdings with a recommended model See how stress testing can help evaluate portfolio behavior across market scenarios Understand how PDF proposals can support client meetings and portfolio recommendations What You’ll Learn This video provides a practical overview of the Orion Risk Intelligence workflow, starting with client selection and risk tolerance. It explains how advisors can manually set a risk score, use a prior score from another system, or have clients complete Orion’s 3D Risk Profile Questionnaire. It also covers how holdings are connected from Orion, how prospect holdings can be added, how advisors can select a recommended model, and how risk scores for the client, current holdings, and recommended portfolio can be compared. The session also introduces key tools within Orion Risk Intelligence, including risk comparison, stress testing, scenario analysis, proposal templates, proposal section customization, and PDF proposal generation. Who Is This For? This video is designed for financial advisors, investment teams, operations teams, and client service professionals who use Orion or are learning how Orion Risk Intelligence supports portfolio analysis and client conversations. It may be especially useful for teams that want to better understand how risk analytics, behavioral finance, model recommendations, stress testing, and proposal workflows can work together in a client review or prospect meeting. To learn more about Orion Risk Intelligence and how Orion helps advisors connect portfolio analysis, risk conversations, and client-facing proposals, visit the Orion Risk Intelligence page: https://bit.ly/3PyJTfP. Topics covered -Orion Risk Intelligence overview -Orion Connect portfolio data -Client and prospect proposal workflows -Risk tolerance scoring -3D Risk Profile Questionnaire -Behavioral finance tools -Client risk score history -Holdings review -Recommended model selection -Risk score comparison -Portfolio risk comparison -Asset allocation review -Risk and return analysis -Market scenario analysis -Stress testing -PDF proposal generation -Proposal templates -Client portal upload -Advisor-client portfolio conversations