UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/27/2020

"Hidden Levers is a Useful Tool to stress test portfolios"

5/5

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%. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

I wish the risk score numbers corresponded with other risk software such as Finemetrica and Riskalyze. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/3/2020

"Powerful software that facilitates important risk conversations with clients"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Orion Risk Intelligence:

If you have a need fora powerful software solution to measure risk in portfolios this is it. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/20/2020

"Great Program for Advisors!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

MH

Michael H.

Small-Business (50 or fewer emp.)

10/14/2020

"Invaluable tool for oCIOs to deliver advisor-centric, client-focused advice."

4.5/5

What do you like best about Orion Risk Intelligence?

Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

More marketing support for use of tools. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CP

Cory P.

Small-Business (50 or fewer emp.)

10/14/2020

"Most amazing proposal generating tool I've seen"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Some of the tools don't receive the attention they deserve. Review collected by and hosted on G2.com.

JW

jay w.

Small-Business (50 or fewer emp.)

10/21/2020

"Easy for clients to follow and understand, really puts things into perpective."

4/5

What do you like best about Orion Risk Intelligence?

I like the proposal module, it makes generating a custom proposal very easy. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JM

Justin M.

Investment Adviser Representative

Small-Business (50 or fewer emp.)

10/26/2020

"Makes keeping up with compliance a breeze"

5/5

What do you like best about Orion Risk Intelligence?

I like the planning features available, as well as the risk assessment breakdown. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/3/2020

"Creative Tool to help forecast and build Portfolios"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

The Mobile version of the program seems to be fairly clunky. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

UI

Verified User in Investment Management

Small-Business (50 or fewer emp.)

10/26/2020

"Review - 2020"

4/5

What do you like best about Orion Risk Intelligence?

I like the illustrations it provides showing how different scenarios could play out. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CH

Chris H.

Client Relationship Specialist

Small-Business (50 or fewer emp.)

10/16/2020

"A great tool to show your clients how their portfolio reach in different scenarios"

5/5

What do you like best about Orion Risk Intelligence?

Very client friendly reports, very nice risk tolerance questionnaire for the clients to answer Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Wish they were able to link better with MoneyGuidePro Review collected by and hosted on G2.com.