Orion Risk Intelligence
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$275 per user per month
Free Trial
Free version unavailable
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What is Orion Risk Intelligence
Orion Risk Intelligence is a risk analytics module within the Orion Advisor Technology platform used to evaluate portfolio risk and performance. It supports investment teams and wealth management firms with portfolio-level and account-level risk metrics, scenario analysis, and reporting for client communication and oversight. The product is typically used alongside Orion’s portfolio accounting and reporting capabilities rather than as a standalone market data workstation.
Integrated with Orion platform
The product is designed to work within Orion’s broader advisor technology stack, which can reduce duplicate data entry and reconciliation across portfolio accounting, reporting, and risk views. This integration supports consistent portfolio definitions and holdings data for risk calculations. For firms already standardized on Orion, implementation effort is often lower than adopting a separate risk tool.
Advisor-oriented risk reporting
Risk outputs are structured for use in client reviews and investment oversight, not only for quantitative research. The product supports translating portfolio risk into understandable reports and visuals for advisors and clients. This can help standardize how risk is discussed across households and model portfolios.
Portfolio and model comparisons
The tool supports comparing accounts, households, and model portfolios using consistent risk measures. This is useful for monitoring drift, aligning portfolios to investment policy targets, and reviewing changes over time. It fits common RIA workflows where model management and client-level reporting need to stay aligned.
Best fit for Orion users
Organizations not using Orion’s core portfolio accounting/reporting may face additional integration work to supply clean holdings, transactions, and benchmarks. As a result, the product is typically evaluated as part of the Orion ecosystem rather than as an independent risk engine. Firms seeking a vendor-neutral, standalone risk platform may find the dependency limiting.
Less suited to deep quant research
The product focuses on advisor and portfolio oversight use cases rather than advanced quantitative research workflows. Teams that require extensive custom factor models, research notebooks, or highly configurable analytics pipelines may need supplementary tools. This can increase complexity for institutional-style investment research groups.
Data coverage depends on integrations
Risk analytics quality depends on the completeness and timeliness of security master data, pricing, benchmarks, and classification data feeding the system. If a firm’s custodial feeds or data providers have gaps, risk outputs can require additional validation and exception handling. This can add operational overhead compared with environments that include a tightly controlled market-data stack.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Standalone | $275 per user/month (monthly). 10% discount available for annual billing. | Full access to Orion Risk Intelligence: 100+ stress tests, robust regression modeling, portfolio construction, 3D risk profile, asset drift monitor, custom asset builder, personalized proposal builder, Morningstar data, proposal and IPS solution. Start a free trial (form on site). |
| Orion Advantage Stack (bundle) | Contact sales / Custom pricing | Includes full Risk Intelligence plus Orion Compare Tool, pre-trade compliance, enhanced proposal and integrated proposal workflow; sold as part of the Orion Advantage Stack. |
Notes: Pricing shown is per user, per month. If affiliated with a broker-dealer, Risk Intelligence is pending broker-dealer approval on the vendor site.
Seller details
Orion Advisor Technology, LLC
Omaha, Nebraska, United States
1999
Private
https://orion.com
https://x.com/orionadvisor
https://www.linkedin.com/company/orion-advisor-technology/
