Orion Risk Intelligence Tool

Orion Risk Intelligence

Flexible Solutions for Risk Management

Orion Risk Intelligence seamlessly integrates advanced business intelligence, risk analytics,

and economic research to help your clients identify and implement the most effective

investment strategies.

Core Advantages

1. Implement a Technology-Driven Fiduciary Process

Fulfill fiduciary responsibilities and surpass client expectations with a process that is both efficient and scalable.

• 3D Risk Profiling: Uncover insights into a client’s risk tolerance to design a tailored plan.
• Firm-wide Proposal Platform: Deliver flexible options to advisors, provide clients with meaningful data, and include all required compliance disclosures.
• Model Oversight: Quickly rebalance portfolios to ensure alignment with each client’s risk profile.

2. Strengthen Compliance and Oversight

Unify your team under consistent, compliance-approved standards and tools.

• Standardized Risk Scoring: A single risk framework for every advisor.
• Detailed Risk Analysis: Examine risk exposure at the enterprise, advisor, or individual client level.
• Extensive Model Library: Use firm-approved models, advisor-created models, or a combination of both for maximum flexibility.

3. Attract and Retain Clients

Behavioral finance-driven resources support client relationships at every stage.

• Automated Risk Reviews: Schedule ongoing assessments to keep plans aligned with client needs.
• Stress Testing Capabilities: Prepare for market volatility with scenario-based planning.
• Customized Financial Planning: Adapt strategies easily through agile model management.

Have questions? Email us anytime at orion@xyinvestmentsolutions.com