Propose More Than a Portfolio

Help clients see the big picture beyond the numbers.

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Your Guidance and Investment
Recommendations — Delivered Beautifully

Create and deliver dynamic, compelling, and easy-to-understand investment proposals to your clients. Wow your prospects and build investment recommendations with an easy, intuitive workflow that guides you, step-by-step.

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Deliver Well-Diversified Investment Portfolios

Effortlessly Amaze Clients

Cover all the bases with your clients with an easy-to-use proposal workflow that actually works for you.

Integrate Financial Planning

Leverage the Orion Planning and Orion Risk Intelligence integrations to help build your clients full financial plan, including helping them think about the role of diversification in their portfolios and identify income goals, such as retirement savings and debt management.

Risk Scoring & Assessments

Align client expectations and adjust the overall portfolio risk score — in real-time — as assets are assigned. Evaluate risk tolerance and time horizons, and easily stress test and show clients if they are taking on more or less risk than they should.

Simplify Selection & Customize Portfolios

Easily filter, select, and blend strategies to align with risk and market participation preferences. Personalize portfolios with tax efficient sleeves, ESG screens or other screens to align with client needs and values.

Seamlessly Onboard Clients

Onboard new clients within the proposal builder, or through our guided new account wizard, both integrated with DocuSign for fast and easy account opening. Plus, customize the document package you use to deliver and explain your portfolio recommendations.

Your Proposal Generation Process Just Got Better

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Free Resource: Your Exclusive Lookbook

Showcase Your Value to Clients

In just a few clicks, you can create informative and personalized reports to help deepen your client engagement using Orion’s powerful advisor planning software, risk intelligence tool, and reporting tools.

Access an exclusive look at three of our most popular reports, a Financial Plan, a Risk Intelligence Proposal, and Quarter-End Overview.

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Introducing Orion Stacks

One Integrated UX. One Agreement. All the Power of Orion.

57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.² Orion Stacks is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

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