Cash flow-based planning, goal-based planning, retirement gap analysis, tax planning, risk capacity analysis, client portal access, and deep integration with Orion's portfolio management platform.
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. |
Orion Planning describes 'cash flow-based planning' as a core functionality, fulfilling detailed cash flow projections across multiple years and scenarios. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
Lists 'goal-based planning' and 'goal tracking' for retirement, education, and other objectives as a primary use case. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Product supports scenario comparisons such as retirement gap analysis and stress testing, which are forms of what-if and scenario analysis. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
The feature list specifies robust tax planning and optimization features. | |
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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 gap analysis, personalized projections, and planning services are highlighted specifically. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Deep integration with Orion portfolio management platform suggests asset allocation and investment recommendations in planning workflows. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
No information available | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Explicit mention of education (college) goals planning modules. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Generation and display of current and projected balance sheets is a standard reporting feature highlighted in demonstrations. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
No information available | |
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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. |
Monte Carlo simulation is referenced in the publicly available materials and product comparisons. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance needs analysis (life/disability/health) is available as part of financial planning modules and gap analysis workflows. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Integrates external account data, including multiple bank connections. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Explicitly states integration with Orion's portfolio management and other brokerage/investment custodians. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
Feature list promotes CRM integration capabilities, including Salesforce and Redtail. | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
Deep native integration with Orion portfolio management as well as support for major 3rd party trading/portfolio systems. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
Public developer documentation describes available REST APIs for custom integrations. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
Describes integrations with document management services (e.g., Google Drive, SharePoint) for storing client documents. | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Account aggregation and portfolio management data refresh in real-time is repeatedly referenced in product documentation. | |
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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. |
Supports CSV, XLS, and manual data import/export across modules for flexibility. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
Orion supports Open Banking protocols to enhance compatibility with multiple data providers and banks. | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Marketplace and integration architecture allow plug-ins with 3rd party fintechs; listed integrations with budgeting/robo-advisors. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Includes custom period/client centric reporting capabilities as standard advisor features. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Product marketing and demos showcase template libraries for various common reports. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Dashboards, charts, and dataviz elements are central to portal and advisor workflows. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
Automated/scheduled, periodic report delivery is featured for advisor-client engagement. | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Comparative and trend analysis across current, projected, and historical states is shown in the analytics dashboards. | |
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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. |
Advisors and clients can configure dashboards to fit their preferred workflows, as described on feature breakdown pages. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports can be exported as PDF, Excel, and other common formats. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Clients gain access to secure online portal to view/download reports. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
System supports alerts/notifications based on key data/report triggers (email, portal). | |
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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. |
Consistently described as offering a modern, easy-to-use and highly intuitive UI for both advisors and clients. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Orion provides a mobile app for both iOS and Android, as well as a mobile-optimized client portal. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
White-labeling and firm branding are available per Orion's standard product customization features. | |
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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. |
Dedicated client portal is a key differentiator and is referenced in feature listings. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Platform supports granular role-based access controls for advisors, clients, and staff. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Supports multi-entity user management, designed for enterprise and multi-team environments. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Security documentation verifies encryption of data in transit and at rest. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication is a provided security setting per documentation and product support articles. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Product documentation notes available audit logs and administrator activity views. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
No information available | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
Orion lists both SOC 2 and ISO 27001 security certifications in trust center and compliance documentation. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
Supports GDPR and CCPA regulatory requirements for privacy as outlined in privacy policies. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
User session management (automatic logout after inactivity) is described in platform security features. | |
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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, encrypted client-advisor direct messaging is built into the client/advisor portals. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisor notes and direct plan file annotations are supported in primary workflow. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
Task management: assign and track action items for clients and team is part of workflow automation. | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
Document sharing and collaborative feedback on financial plans are highlighted in demos. | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Streamlined digital onboarding workflows are available, as described on onboarding documentation. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Integrates with Office 365, Gmail, and other common email platforms for notification and communication. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Digital signature (e-signature) workflows supported, including connection with DocuSign and similar services. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Client dashboard personalization options are described in support articles and user forums. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Goal-based planning for clients, including self-service modules for goal creation and progress tracking. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
Education center/library with financial articles and calculators is available. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
Periodic financial health checks and summary insights are provided in both advisor and client portals. | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Engagement analytics, such as client logins and portal usage, are standard advisor reports. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
Personalized/push notifications and alerts are described in product literature. |
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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. |
No information available | |
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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. |
No information available | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
No information available | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
No information available | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
No information available | |
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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's infrastructure includes global distributed data centers for performance and reliability. | |
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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's client/advisor support channels are available 24/7 per customer support documentation. | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Dedicated account managers provided for onboarding and ongoing product support. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Extensive online knowledge base with product guides, articles, and up-to-date documentation available publicly. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
In-app tours, onboarding walkthroughs, and guided tooltips are provided to new users. | |
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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. |
Community forums and peer-to-peer support are accessible through Orion's support site and user community. |
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