--- 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: '2026-07-07' 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. 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. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ## 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/orion-risk-intelligence-review-4449823?section=pricing&secure%5Bexpires_at%5D=2026-07-20+03%3A05%3A26+-0500&secure%5Bsession_id%5D=a76b0a54-9253-4d64-82d9-7ffcc1a02e15&secure%5Btoken%5D=c8219599ad781f5fdf84449ed2c197334f3d7d8423c89df9f8b72fa10df61b32&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 (284 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (425 reviews)