--- title: Orion Risk Intelligence Reviews meta_title: 'Orion Risk Intelligence Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 36 reviews by the users' company size, role or industry to find out how Orion Risk Intelligence works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 36 scale: '5' date_modified: '2026-08-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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. 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 ## 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?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+19%3A02%3A15+-0500&secure%5Bsession_id%5D=12583547-f2f6-4475-b18f-c1c0c1291873&secure%5Btoken%5D=8fa9977bbecdaaa9f7b9145d85f08a2faa4b67d9248172ba002914031c1c0bb2&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 - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Platform Data** - Visualization **Analysis** - Financial Analysis - Charting - Risk Analysis - Document Annotation - Collaboration **Integration** - Data aggregation - Accounting Integration - Risk Management - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Platform Interoperability** - Pre-Built Connectors **Market News** - Alerts and Monitoring - Market Information - Market News **Platform Additional Functionality** - Activity Dashboard - Multi-Factor Analysis - Cloud - Risk Analysis - Modified Dietz Analysis - Portfolio Analysis - Liquidity Analysis - Rate of Return Analysis **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison **Platform Basics** - Reporting - Financial Risk Reporting **Platform Basics** - Mobility - Interoperability **Agentic AI - Financial Risk Management** - Natural Language Interaction **Agentic AI - Financial Research** - Multi-step Planning **Additional Functionality** - Stress Tests - LME - Controls Audit - Counterparty Risks - Income & Balance Sheet - Risk Assessment - Market Risk Management - Debt Management - Interest Rate Risks - Loan Portfolio Management - BSA Compliance - Business Process Control - NYBOT - Scenario Planning - Foreign Exchange Risks - OTC - Generative AI - For Hedge Funds - Credit Risk Management - Derivative Valuation - ACH Payment Processing - Reporting & Statistics - AIMR Compliance - NYMEX - Compliance Management - Reporting/Analytics - Operational Risk Management - GLBA Management - Enterprise Risk Management - Data Management - Portfolio Management - Trade Tracking - API - FACTA Red Flags - AI Copilot - Fraud Detection - Audit Trail - Portfolio Modeling - Performance Metrics - Hierarchy Management - Limit Control - CBOT - Vendor Management ## 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 (284 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)