Orion Planning
A platform delivering holistic financial advice and cash flow planning with integrated client collaboration.
Overview
Orion Planning is a financial planning platform designed to empower advisors and clients to achieve financial goals through holistic advice and cash flow planning. It offers intuitive workflows, meaningful simulations, and customizable client-ready reports to support data-driven financial decisions.
The platform integrates behavioral finance research to improve client outcomes and provides tools to understand client risk tolerance and money personas. Orion Planning also supports firms in scaling their advice and strengthening advisor-client relationships through integrated reporting and marketing strategies.
Orion Planning is part of the Orion Advantage Stack, which connects core financial tools to provide a comprehensive view of clients' financial pictures and supports goal-based investing strategies.
Key Features
- + Holistic financial advice and cash flow planning
- + Intuitive, easy-to-navigate workflows
- + Simulations and scenario analysis
- + Customizable client-ready reports
- + Behavioral finance integration
- + 3D risk profiling
- + Money persona insights
- + Goal-based investing strategies