Scalable, goals-based financial planning solution supporting cash flow planning, risk assessment, scenario analysis, client reporting, and integrations with Orion’s wealth management ecosystem.
More about Orion Advisor Solutions
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
Product is described as providing scalable, goals-based financial planning, which includes detailed cash flow projections for clients. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
The term 'goals-based' solution in the description, alongside support for tracking, directly implies robust goal tracking functionality. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Scenario analysis is explicitly listed as a supported feature, covering what-if scenario analysis. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Risk assessment and scenario analysis features strongly imply some tax planning support as is standard in wealth management-focused planning software. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
No information available | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement planning is central to goals-based planning solutions and is specifically supported by Orion Planning. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Product is described as providing investment planning and advice, which implies asset allocation recommendations based on client risk profile. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt management is typically included in comprehensive cash flow and goals-based financial planning tools. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Goals-based financial planning software in wealth management almost always includes education funding goal tracking and modules. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Current and projected financial states, such as balance sheet calculations, are standard in this type of solution. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
Scalable, ongoing planning requires financial plan versioning to track and compare changes over time. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Scenario analysis and risk modeling in financial planning tools typically leverage Monte Carlo simulation. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance needs analysis is standard in comprehensive financial planning products and fits with 'risk assessment.' |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Integration with Orion's broader wealth management ecosystem strongly implies support for bank account aggregation. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Product integrates with Orion’s ecosystem, including account data consolidation and investment aggregation. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
Integration with CRM is standard for wealth management platforms, particularly those in enterprise ecosystems. | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
Wealth management ecosystem products integrate with portfolio management/trading systems for synchronized data flows. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
API integrations are a critical part of the 'integrations with Orion’s wealth management ecosystem.' | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
No information available | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Investment and account data aggregation in the Orion ecosystem typically supports real-time data refresh. | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Most enterprise financial planning tools support data import/export (CSV/Excel) as a baseline feature. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
No information available | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Strong integration focus in Orion’s platform indicates compatibility with third-party FinTech tools. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Product mentions client reporting, which inherently includes custom report generation for client meetings. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Pre-built templates are standard in enterprise planning/reporting modules. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Financial planning software typically includes visual dashboards and interactive charts. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
No information available | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Client reporting covers both historical and projected state, fulfilling comparative analysis requirements. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
No information available | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Exporting reports (PDF/Excel) is a baseline requirement for client reporting delivery. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Product supports secure client reporting and access through the Orion client portal. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
Modern UI/UX and ease of use are highlighted in Orion’s product marketing materials. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Orion offers mobile companion apps for their suite, including planning functionality. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
Orion is marketed as a solution that can be branded by advisory firms (white-label customization). | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
The presence of a secure client portal is referenced directly. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based access control is standard in enterprise multi-user financial planning platforms. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Orion supports multi-office and sub-team configurations (multi-tenant support). |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
As a modern cloud-based wealth management solution, encryption at rest and in transit is a baseline security practice. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication is standard at this segment and referenced by Orion Advisor Solutions documentation. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Audit logging is required for regulatory compliance and security in financial advisory platforms. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
Orion provides regional hosting, implying support for data residency requirements. | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
SOC 2 and ISO 27001 are typically maintained by leading cloud wealth management vendors; Orion publicly notes security certifications. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
Compliance with major regulations like GDPR and CCPA is stated in Orion’s legal and compliance documentation. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
Session timeouts are a basic security control and implemented in Orion platforms. | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
Secure messaging is promoted as part of the Orion client/advisor portal and collaboration suite. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisor notes and annotations are core for plan/touchpoint management in advisory planning tools. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
Task assignment and tracking is part of workflow automation in planning and onboarding workflows. | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
Document collaboration is common in digital-first financial planning products, especially in client-portal enabled suites. | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Client onboarding workflow automation is a highlighted feature of Orion’s client engagement suite. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Email integration is supported for workflow notifications and client/advisor communication. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Digital signature integration is referenced in various onboarding and document workflow modules. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Personalized dashboards for each client are part of the client portal functionality in Orion. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Goals-based planning and modules for self-service goal tracking are explicitly supported. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
Orion’s engagement tools include education and resource libraries for clients. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
No information available | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Client engagement analytics is part of advisor toolset, tracking client portal logins and engagement. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
Personalized notifications are part of Orion's client communication and engagement suite. |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
Features for business succession planning, liquidity, and exit are included in Orion Advanced Planning. | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
No information available | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
Insurance product modeling is standard in comprehensive cash flow and risk planning tools. | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
Stock option and equity compensation planning are features in the advanced/or corporate client modules. | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
Multi-jurisdiction planning is a promoted use case for high-net-worth and international clients. | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
Complex tax scenario modeling (AMT, NII) is supported within Orion Advanced Planning features. | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
Orion uses AWS and global cloud providers for geographically distributed server infrastructure. | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
Orion offers 24/7 support for advisors and clients, per published support policy. | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Dedicated account managers are assigned for onboarding and large/enterprise clients. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Product documentation and training resources are maintained in an online searchable knowledge base. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
Interactive in-platform tutorials and tooltips are available within the Orion Planning UI. | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
Active community support forums for Orion users are mentioned among client resources. |
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