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Compare Orion Risk Intelligence and YCharts 
At a Glance
Market Segments
Small-Business (74.3% of reviews)
Small-Business (81.0% of reviews)
Entry-Level Pricing
$275.00 1 User Per Month
Custom Pricing Team-Wide
Orion Risk Intelligence
Star Rating
(36)4.5 out of 5
Market Segments
Small-Business (74.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$275.00 1 User Per Month
Browse all 2 pricing plansYCharts
Star Rating
(90)4.7 out of 5
Market Segments
Small-Business (81.0% of reviews)
Pros & Cons
Entry-Level Pricing
Custom Pricing Team-Wide
Browse all 2 pricing plansOrion Risk Intelligence vs YCharts
- Reviewers felt that YCharts meets the needs of their business better than Orion Risk Intelligence.
- When comparing quality of ongoing product support, reviewers felt that YCharts is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of YCharts over Orion Risk Intelligence.
Pricing
Entry-Level Pricing
Orion Risk Intelligence
Standalone Pricing
$275.00
1 User Per Month
Receive a 10% discount by option for annual billing. This price includes full access to Orion Risk Intelligence.
- 100+ Stress Tests
- Robust Regression Modeling
- Portfolio Construction
YCharts
YCharts Enterprise
Custom Pricing
Team-Wide
Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin
Free Trial
Orion Risk Intelligence
Free Trial is available
YCharts
Free Trial is available
Ratings
Meets Requirements
8.6
23
8.8
69
Ease of Use
8.2
25
9.2
68
Ease of Setup
Not enough data
9.6
28
Ease of Admin
Not enough data
9.4
9
Quality of Support
8.9
24
9.5
65
Has the product been a good partner in doing business?
Not enough data
9.8
10
Product Direction (% positive)
7.7
20
8.3
69
Features by Category
Financial Information
8.3
16
9.3
56
7.3
10
Feature Not Available
Analysis
6.8
12
9.2
54
8.3
15
9.5
56
9.2
15
8.9
51
6.4
7
7.8
36
7.3
8
8.4
37
Market News
7.0
9
8.6
50
8.7
10
9.2
56
7.4
9
8.3
51
Platform Basics
6.4
13
7.4
40
7.5
12
8.3
35
Agentic AI - Financial Research
Not enough data
7.7
10
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Agentic AI - Financial Risk Management
Not enough data
Not enough data
Categories
Categories
Shared Categories
Orion Risk Intelligence and YCharts are categorized as Financial Research
Unique Categories
Orion Risk Intelligence is categorized as Financial Risk Management and Investment Portfolio Management
YCharts has no unique categories
Reviews
Reviewers' Company Size
Orion Risk Intelligence
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
YCharts
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
74.3%
Investment Management
20.0%
Information Technology and Services
2.9%
Education Management
2.9%
‐
Other
0.0%
Financial Services
62.0%
Investment Management
26.6%
Automotive
2.5%
Oil & Energy
1.3%
Investment Banking
1.3%
Other
6.3%
Alternatives
Discussions
What is HiddenLevers used for?
1 Comment
Official Response from Orion Risk Intelligence
Financial advisors use Orion Risk Intelligence (formerly known as HiddenLevers) to help quantify the potential
impacts of future risks and make more...Read more
Orion Risk Intelligence has no more discussions with answers
What is a Ychart?
1 Comment
Official Response from YCharts
YCharts is an investment research and client communications platform. It provides tools and resources for analyzing and visualizing financial data, including...Read more
Who owns YCharts?
1 Comment
Official Response from YCharts
YCharts was acquired by private equity firm, LLR Partners in 2020. The Chicago fintech firm was previously backed by Morningstar.Read more
What is YCharts used for?
1 Comment
Official Response from YCharts
Check out five impactful ways to use YCharts: https://go.ycharts.com/hubfs/5_Impactful_Ways_Advisors_Use_YCharts.pdf
Read more
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