# Orion Risk Intelligence Reviews **Vendor:** Orion Advisor Tech **Category:** [Financial Research Software](https://www.g2.com/categories/financial-research) **Average Rating:** 4.5/5.0 **Total Reviews:** 36 ## About Orion Risk Intelligence Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence ## Orion Risk Intelligence Reviews ### 1. It's made easy to analyse the stock **Rating:** 4.0/5.0 stars **Reviewed by:** Darshan S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Orion Risk Intelligence?** It's really good for reasearch for a stock **What do you dislike about Orion Risk Intelligence?** The interface is quite slow and taking time **What problems is Orion Risk Intelligence solving and how is that benefiting you?** It's easy to maintain the watchlist and the portfolio figure the profit or loss and research and records of any stock ### 2. Invaluable Resource **Rating:** 4.5/5.0 stars **Reviewed by:** Nick T. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2020 **What do you like best about Orion Risk Intelligence?** The out put reports are client friendly and very compelling. **What do you dislike about Orion Risk Intelligence?** There is a learning curve and the software isn't exactly inexpensive. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** We are using HL to reveal a client's true level of risk and to help them get in line with their comfort zone. ### 3. Risk tolerance and scenario examples to help clients get a better understanding. **Rating:** 4.0/5.0 stars **Reviewed by:** Joshua J. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2020 **What do you like best about Orion Risk Intelligence?** I like the ability to show scenarios from past major economic events so that clients can see how their current and recommended portfolios would have performed. **What do you dislike about Orion Risk Intelligence?** Client Mode could use more features when presenting to client. **Recommendations to others considering Orion Risk Intelligence:** Take a trial run to get a good feel of the program **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Determining clients risk tolerance. Allows discussion with client to get a full picture of what they can expect with market volatility. ### 4. A different way to make sound financial decisions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2020 **What do you like best about Orion Risk Intelligence?** The instantaneous results you obtain with a user friendly interface. **What do you dislike about Orion Risk Intelligence?** The options, at times, can seem mind-boggling. **Recommendations to others considering Orion Risk Intelligence:** Because of the complexity, take it slow and try to master the things that you use the most. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** I like to compare my portfolios with other indexes. Using what-if changes are very easy to perform. I am able to see the results on performance of adding and removing designated assets. ### 5. I like the idea behind the software and the implementation is very good. **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2020 **What do you like best about Orion Risk Intelligence?** I like the investment risk scores along with the integration with Raymond James. I can quickly see how much risk is in a client's portfolio. The questionnaire is simple and easy for the client to understand. **What do you dislike about Orion Risk Intelligence?** I dislike that it cannot comprehend certain investments like structured investments or annuities with their guarantees. Some UITs are also missed. This leads to a misleading risk score. I also dislike how the risk questionnaire scores all come back between 15 and 25 regardless of their answers; someone young and wants risk will come up with a 38 which is 75% stocks. I find that incorrect. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** I am using the questionnaire to determine a clients risk tolerance and using the integration from Raymond James to determine where their portfolio is rated at. If the answers are off, we will make recommendations for a broad-based asset allocation change. Its helpful to explain it that easily and clients enjoy the conversation. ### 6. Incorporate Risk Tolerance with Portfolio Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2020 **What do you like best about Orion Risk Intelligence?** HiddenLevers has been an integral part of our process to ensure that client's portfolios are in line with their risk tolerance, time horizon, and goals. Reports produced by HiddenLevers are professional and enhance the client's understanding of their portfolios. **What do you dislike about Orion Risk Intelligence?** Additional customization capabilities would improve the experience. **Recommendations to others considering Orion Risk Intelligence:** Our firm utilizes HiddenLevers reports in prospect and client meetings for years. It has proven vital in explaining investment analysis and portfolio comparison. I would highly recommend HiddenLevers! **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Deep dive analysis reports of prospective client's holdings compared to our model portfolios would take days to create on our own. HiddenLevers' reports take minutes to produce and are aesthetically pleasing far beyond our capabilities. ### 7. Great for showing clients the past and future of account holdings! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2020 **What do you like best about Orion Risk Intelligence?** I love HiddenLevers! It has helped me clearly show clients what is happening in their current accounts and what the possible futures can be for them. I have closed several sales with this program and the custom portfolio outputs it helps you with. **What do you dislike about Orion Risk Intelligence?** The only thing that I found a little challenging was that it told a few portfolios to get used to the program's options. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** So for many clients, they like to see a good amount of information and some like to just see a clean and concise summary. The great part is that HiddenLevers can do both and it is easy to add and remove information from the outputted from the program. ### 8. Slater **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2020 **What do you like best about Orion Risk Intelligence?** The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a metaphor for risk/return (driving a car, etc.) **What do you dislike about Orion Risk Intelligence?** The RTQ should consider showing the graphs for different equity allocations ending on a down market, as well as up markets. It's easy for someone to think they want to choose the aggressive option when the end result always shows it outperforming the S&P 500 during an up market. Showing the graph end on a down market might help explain the volatility better. Also the Orion integration is a little buggy sometimes, for instance I just tried to login and am not seeing holdings for any of the accounts through the integration. **Recommendations to others considering Orion Risk Intelligence:** N/A **What problems is Orion Risk Intelligence solving and how is that benefiting you?** The different scenarios, like the election scenario, allow us to have a conversation about how world events may impact the portfolio. Clients seem to appreciate it. ### 9. Wonderful program that helps educate both prospects and existing clients on risk exposure **Rating:** 5.0/5.0 stars **Reviewed by:** John K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2020 **What do you like best about Orion Risk Intelligence?** The stress test is an exceptional tool to demonstrate portfolio reaction to potential adverse market conditions. Also the ability to look at past portfolio performance side by side has proved very useful as well. **What do you dislike about Orion Risk Intelligence?** Nothing. They seem to have too much fun at work?? **Recommendations to others considering Orion Risk Intelligence:** Would highly recommend. Clients seeing past and potential results of their current portfolios with their own eyes is a powerful moment. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Seeing potential downturns in a dollar amount attached to their holdings is a real wake up call for some. Really helps de-risking portfolios in the transition from accumulation stage of life to a more balanced retirement approach. ### 10. Sets the right expectations for the advisor-client relationship **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Orion Risk Intelligence?** The relevancy of outcomes for each scenario is what investors are really thinking about. If a client has real concerns over a specific event that could effect them from achieving their goals, we can see how each underlying investment would react, then at the account level, then at the entire portfolio level. **What do you dislike about Orion Risk Intelligence?** Individual fixed income investments are not as accurate as stocks, ETFs, or mutual funds. It can be difficult to determine the best mix of scenario outcomes aligned with probably of them happening for Compliance to be in agreement as well. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** We're solving the problem of clients thinking they only need income from their portfolio and showing how that isn't the best strategy long-term. We're benefiting by having deeper conversations with clients about their personal market worries. ### 11. Hidden Levers is a Useful Tool to stress test portfolios **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2020 **What do you like best about Orion Risk Intelligence?** I find the risk profile comparison the most helpful feature. I like how HL puts a green box around the risk/return parameters that have the best numbers out of the portfolios that are being compared and contrasted. I like how they offer a menu of stress-tests ranging from pandemic shutdown to election uncertainty or S&P 500 decline of 20%. **What do you dislike about Orion Risk Intelligence?** I wish the risk score numbers corresponded with other risk software such as Finemetrica and Riskalyze. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** HL is helpful to show prospective and existing clients the risks they are taking with their self-managed investments. Understanding potential outcomes (both downside and upside) can lead to peace of mind and sometimes to action to rebalance to a more risk-appropriate portfolio. ### 12. Powerful software that facilitates important risk conversations with clients **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2020 **What do you like best about Orion Risk Intelligence?** -I like the functionality with Emoney. I like the Investment Policy Statement feature. Comparing portfolios - ie taking a prospect portfolio and comparing it to my portfolios -I like the risk questionnaire and how it assigns a number to portfolios. **What do you dislike about Orion Risk Intelligence?** -if I don't use the software for a while, I have to refresh with tutorials. It's not as intuitive as I would like. -it's expensive for a solo advisor. I need to use it more to make it a value to my firm - this is not Hidden Levers fault, but sometimes I just use Kwanti to show risk with clients because it is just so easy to use. **Recommendations to others considering Orion Risk Intelligence:** If you have a need fora powerful software solution to measure risk in portfolios this is it. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** -Preparing an automated Investment Policy Statement that is customizable. -Clients who like looking at investments are impressed with the software ### 13. Great Program for Advisors! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Orion Risk Intelligence?** What is helpful and easy about Hidden Levers is how you can input the current asset into the model and compare it to other models that you may recommend. **What do you dislike about Orion Risk Intelligence?** There isn't anything that I dislike about Hidden Levers. If there is some kind of issue I haven't uncovered it yet. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** This program is great to show not only the balance of portfolio structure but also the internal cost of what you may be comparing. As a current user of this program for over a year, I've been able to show my clients how we can reduce the internal cost of their portfolio and also provide them with better investments with better returns. ### 14. Invaluable tool for oCIOs to deliver advisor-centric, client-focused advice. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2020 **What do you like best about Orion Risk Intelligence?** Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations **What do you dislike about Orion Risk Intelligence?** More marketing support for use of tools. **Recommendations to others considering Orion Risk Intelligence:** Take HL up on 30-Day Trial, listen to War Room webinar, and thoroughly compare benefits versus competitors. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Unique testing, mapping, and analysis on multiple product types and securities without the worry of limitations and/or asset mgr. conflicts. ### 15. Most amazing proposal generating tool I've seen **Rating:** 5.0/5.0 stars **Reviewed by:** Cory P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2020 **What do you like best about Orion Risk Intelligence?** The ability to integrate and link accounts makes it very easy to prospect and build proposed portfolios. Stress testing and scenario analysis is amazing. **What do you dislike about Orion Risk Intelligence?** Some of the tools don't receive the attention they deserve. **Recommendations to others considering Orion Risk Intelligence:** It's amazing. You won't regret it. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** A seamless process from linking new accounts to submitting allocation instructions. It has streamlined our processes enormously. ### 16. Easy for clients to follow and understand, really puts things into perpective. **Rating:** 4.0/5.0 stars **Reviewed by:** jay w. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2020 **What do you like best about Orion Risk Intelligence?** I like the proposal module, it makes generating a custom proposal very easy. **What do you dislike about Orion Risk Intelligence?** Honestly, I like everything about Hiddenlevers, but if I had to change something I would lower the price. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** I am able to build custom portfolios and HiddenLevers makes is easy convey and set expectations with clients. ### 17. Makes keeping up with compliance a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Justin M. | Investment Adviser Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2020 **What do you like best about Orion Risk Intelligence?** I like the planning features available, as well as the risk assessment breakdown. **What do you dislike about Orion Risk Intelligence?** The only real downfall I find to the software is the risk score is shown as a downside percentage and not just a full number. **Recommendations to others considering Orion Risk Intelligence:** HiddenLevers should meet most of your needs, from creating a financial plan to risk management, it's got it covered. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** We mainly use hidden levers to keep in compliance, we use it to make sure our clients portfolios are within the necessary risk category. ### 18. Creative Tool to help forecast and build Portfolios **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2020 **What do you like best about Orion Risk Intelligence?** The ability to manipulate future events and to see the relative impact to holdings and overall portfolios. **What do you dislike about Orion Risk Intelligence?** The Mobile version of the program seems to be fairly clunky. **Recommendations to others considering Orion Risk Intelligence:** Try it out and spend some time playing with the many scenarios and further to that play with the movable scales for underlying commodities and sectors. The true beauty of the tool is the flexibility in playing out any scenario that you or a client can think of and have a conversation about the perceived results. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** High level forecasting and optimization of client portfolios. The ability to look at alternatives during perceived events is interesting and opens up advisor conversations in my role. ### 19. Review - 2020 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2020 **What do you like best about Orion Risk Intelligence?** I like the illustrations it provides showing how different scenarios could play out. **What do you dislike about Orion Risk Intelligence?** Not being able to create a household for a husband and wife. Also, I wish their was a short video clip (2 minutes) that would explain the scenarios. **Recommendations to others considering Orion Risk Intelligence:** Do and visit the demos! Also, schedule a call to review all of the offerings that are available. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Risk Analysis for clients who are concerned about the markets. ### 20. A great tool to show your clients how their portfolio reach in different scenarios **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Client Relationship Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Orion Risk Intelligence?** Very client friendly reports, very nice risk tolerance questionnaire for the clients to answer **What do you dislike about Orion Risk Intelligence?** Wish they were able to link better with MoneyGuidePro **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Showing clients how much risk is in their portfolio and if we need to adjust. ### 21. HiddenLevers makes risk management a breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Justin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Orion Risk Intelligence?** The ease at which you can show client risk assessments. There are a lot of available tools which can benefit this industry. **What do you dislike about Orion Risk Intelligence?** Creating a financial plan is not as user friendly as I hoped. I wish it was a little easier to plug in income & outflows. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** We use hiddenlevers mainly for our risk management tool, however there are also some financial planning tools that is available if needed. ### 22. Hidden Levers Review **Rating:** 4.5/5.0 stars **Reviewed by:** Robert B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2020 **What do you like best about Orion Risk Intelligence?** The timeliness and content of the webinars are excellent. It is easy to enter data for stress testing. **What do you dislike about Orion Risk Intelligence?** I want more details on the stress testing mathematics **Recommendations to others considering Orion Risk Intelligence:** I have been a Hidden Levers customer for about 10 years. The product has shown continual improvement during those years, and I expect to see further improvements **What problems is Orion Risk Intelligence solving and how is that benefiting you?** I can compare and test multiple portfolios and see where my biggest risks are in various scenarios. ### 23. Classroom Investment Portfolio Risk Assessment Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sam S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Orion Risk Intelligence?** Intuitive graphics and summary descriptions make end user relationships & analysis framework easy to establish. **What do you dislike about Orion Risk Intelligence?** Drill down features from major tabs seems a bit difficult to navigate to establish stress tests. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Problems: Various risk assessment levels associated with economic levers can be easily addressed within defined macro level scenarios for easy comparison. Benefits: Easily understood summaries of portfolio results at general category and detail level. Useful graphics and presentation charts. ### 24. HiddenLevers Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2020 **What do you like best about Orion Risk Intelligence?** My interaction with HiddenLevers is minimal but using it for the stress tests has been a plus with our clients and easy to use **What do you dislike about Orion Risk Intelligence?** Integration with other software's could be better. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** I currently do not have any problems with HiddenLevers. And again the minimal experience I have had, it has been fairly simple and easy to use. ### 25. Required stress-testing program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2020 **What do you like best about Orion Risk Intelligence?** Ease of use. Once you set it up, it runs itself so i just have to review the results and make any changes i think are necessary. **What do you dislike about Orion Risk Intelligence?** Nothing really. Maybe a little less expensive? **What problems is Orion Risk Intelligence solving and how is that benefiting you?** What my clients' portfolio are sensitive to and how they'll react should one of these events occur. ### 26. Useful tool for advisors and clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Orion Risk Intelligence?** The outputs are easy for clients to understand **What do you dislike about Orion Risk Intelligence?** It can be difficult to input data for existing clients and risk/return assumptions are not accurate for hedge fund/private equity positions **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Has opened up dialogue with clients about how they think they can adjust their current portfolios to suit their risk appetites more accurately. ### 27. Excellent resource **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Orion Risk Intelligence?** I like Risk analysis / scenario breakdown **What do you dislike about Orion Risk Intelligence?** Structured product customization needs work **Recommendations to others considering Orion Risk Intelligence:** High level analysis and customization of models makes this the best tool I have run across without a significant price tag. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Respond to quickly respond to specific client concerns . ### 28. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2020 **What do you like best about Orion Risk Intelligence?** quantifying of risk is very helpful to show clients **What do you dislike about Orion Risk Intelligence?** can be tricky to navigate at times when editing portfolios **Recommendations to others considering Orion Risk Intelligence:** learn how it can be implemented into your business **What problems is Orion Risk Intelligence solving and how is that benefiting you?** typically looking at portfolio management ideas and risk ### 29. advanced user **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2020 **What do you like best about Orion Risk Intelligence?** Ability to upload custom assets. This is important to illustrate the pros/cons of certain asset classes. **What do you dislike about Orion Risk Intelligence?** Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Illlustrating pros/cons of adding certain investments like EM to a portfolio ### 30. Solid but not compelling **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Orion Risk Intelligence?** Ease to load portfolios, good tech support. **What do you dislike about Orion Risk Intelligence?** Not clear what attributes impact performance or add risk. **Recommendations to others considering Orion Risk Intelligence:** Good tech support. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Showing prospects risk in their portfolio and having a visual to tell a story. ### 31. Great Application!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2020 **What do you like best about Orion Risk Intelligence?** The layout of the client presentations and the response time by the team in the "chat" feature when a question comes up **What do you dislike about Orion Risk Intelligence?** Would be helpful to build in private strategies **What problems is Orion Risk Intelligence solving and how is that benefiting you?** HL has helped asses the risk in a clients portfolio but also shows the clients in an easily digestible way what that risk means which can sometimes really show what a clients "true" risk tolerance is. ### 32. Wonderful tool that makes life easier as a financial planner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2020 **What do you like best about Orion Risk Intelligence?** The data shown in various graphs and charts. **What do you dislike about Orion Risk Intelligence?** Sometimes the length of various reports is a bit overwhelming. Also I wish there was an easier way to save a clients risk tolerance results individually vs downloading a report and extracting the two pages. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** To many to list. Essentially every performance based question can be answered with HL. ### 33. Proposal Toll. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2020 **What do you like best about Orion Risk Intelligence?** many things: Stress Test Summary, portfolio statistics. **What do you dislike about Orion Risk Intelligence?** sometimes I would get inaccurate data that needs to adjusted. **Recommendations to others considering Orion Risk Intelligence:** The best proposal tool that I have seen over the 20 years. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** most of the time is comparing current holding vs recommended. the process is very easy and most important it easy to understand for the client. ### 34. Great to show portfolio risks to clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2020 **What do you like best about Orion Risk Intelligence?** Upside/Downside arrows that show risk in allocations. **What do you dislike about Orion Risk Intelligence?** sometimes it seems the results contradict itself with correlation and beta. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** Showing clients that they can take less risk and out perform over time. Signing clients once they realize their current portfolios have more risk than they realized. ### 35. Hidden Levers Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2020 **What do you like best about Orion Risk Intelligence?** I like how the reports were generated and how we can compare multiple portfolios. **What do you dislike about Orion Risk Intelligence?** The chat customer service, for most of the time it didn't work for me. **Recommendations to others considering Orion Risk Intelligence:** Very easy system to use. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** We used hidden levers mostly for comparing portfolios. ### 36. Hidden Levers is a value add **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2020 **What do you like best about Orion Risk Intelligence?** Client facing presentation, risk in dollars, fee analysis **What do you dislike about Orion Risk Intelligence?** Would like to see stock overlap on the main page. **What problems is Orion Risk Intelligence solving and how is that benefiting you?** No problems. Benefit is the value add to client conversations. ## Orion Risk Intelligence Discussions - [What is HiddenLevers used for?](https://www.g2.com/discussions/what-is-hiddenlevers-used-for) - 1 comment - [View Orion Risk Intelligence pricing details and edition comparison](https://www.g2.com/products/orion-risk-intelligence/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+12%3A05%3A04+-0500&secure%5Bsession_id%5D=f2031c27-de10-40aa-847a-fdded83c0528&secure%5Btoken%5D=6bbd582201130f9a759c5d53fe63b6a859805be7dca1849dd98729aef1f1de36&format=llm_user) ## Orion Risk Intelligence Features **Financial Information** - Data Visualization - Document Search **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Data** - Visualization **Analysis** - Financial Analysis - Charting - Risk Analysis - Document Annotation - Collaboration **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Interoperability** - Pre-Built Connectors **Market News** - Alerts and Monitoring - Market Information - Market News **Platform Additional Functionality** - Dashboard - Multi-Factor Analysis - Cloud **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Basics** - Reporting **Platform Basics** - Mobility - Interoperability **Agentic AI - Financial Risk Management** - Natural Language Interaction **Agentic AI - Financial Research** - Multi-step Planning ## Top Orion Risk Intelligence Alternatives - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) - 4.0/5.0 (71 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.0/5.0 (407 reviews)