G2

JJ

Joshua J.

Small-Business (50 or fewer emp.)

Originally submitted 11/2/2020

"Risk tolerance and scenario examples to help clients get a better understanding."

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Orion Risk Intelligence?

Client Mode could use more features when presenting to client. Review collected by and hosted on G2.com.

Recommendations to others considering Orion Risk Intelligence:

Take a trial run to get a good feel of the program Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.