Orion Planning from Orion Advisor Solutions

Scalable, goals-based financial planning solution supporting cash flow planning, risk assessment, scenario analysis, client reporting, and integrations with Orion’s wealth management ecosystem.

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Product analysis by function

Financial Planning Software for Wealth Management

Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Core Financial Planning Functionality
(0 Yes /0 Known /14 Possible features)

Integration & Data Aggregation
(0 Yes /0 Known /11 Possible features)

Reporting & Analytics
(0 Yes /0 Known /11 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /8 Possible features)

Security & Compliance
(0 Yes /0 Known /9 Possible features)

Collaboration & Communication
(0 Yes /0 Known /7 Possible features)

Client Engagement & Personalization
(0 Yes /0 Known /6 Possible features)

Advanced Planning & Analysis Tools
(0 Yes /0 Known /8 Possible features)

Scalability & Performance
(0 Yes /0 Known /5 Possible features)

Support & Training
(0 Yes /0 Known /6 Possible features)

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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios.		No information available
Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases.		No information available
What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness.		No information available
Tax Planning Supports tax-efficient strategies within the financial plan.		No information available
Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components.		No information available
Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions.		No information available
Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile.		No information available
Debt Management Tracks, projects, and suggests strategies for managing liabilities.		No information available
Education Planning Modules Includes features to facilitate college or education funding strategies.		No information available
Balance Sheet Generation Generates current and projected balance sheets for clients.		No information available
Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time.		No information available
Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc).		No information available
Monte Carlo Simulation Runs probability-based simulations for plan outcomes.		No information available
Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance.		No information available

Bank Account Aggregation Ability to securely aggregate client account data from multiple banks.		No information available
Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts.		No information available
Integration with CRM Connects seamlessly with popular customer relationship management systems.		No information available
Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows.		No information available
APIs Availability Availability of robust APIs for custom data integrations.		No information available
Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage.		No information available
Real-Time Data Refresh Ability to refresh external account data in real time.		No information available
Data Aggregation Speed The average time to aggregate/update external account data.		No information available
Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility.		No information available
Open Banking Integration Supports integration using Open Banking protocols for increased compatibility.		No information available
Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc).		No information available

Custom Report Generation Ability to generate tailored reports for client meetings.		No information available
Pre-built Report Templates Includes a library of ready-to-use report formats.		No information available
Data Visualization Tools Provides dashboards and charts for visual representation of financial data.		No information available
Automated Report Scheduling Enables automatic, periodic generation and delivery of reports.		No information available
Comparative Analysis Compares historical, current, and projected financial states for clients.		No information available
Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc).		No information available
Customizable Dashboards Allows users to configure personalized analysis dashboards.		No information available
Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc).		No information available
Client Portal Reporting Allows clients to access/view reports online within a secure portal.		No information available
Actionable Alerts Sends notifications based on key report analytics and triggers.		No information available
Report Generation Speeds The average time taken to generate a standard complex report.		No information available

Intuitive User Interface Software is easy to navigate with a modern UI/UX design.		No information available
Mobile App Availability Availability of companion apps for iOS and Android devices.		No information available
White-Label Customization Allows firms to brand the platform with their colors and logo.		No information available
Multilingual Support Software and documentation are available in multiple languages.		No information available
Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities.		No information available
Client Portal Features a dedicated, secure portal for client access.		No information available
Role-Based Access Controls Supports permission settings by user type or role.		No information available
Multi-Tenant Support Allows large firms with sub-teams to use a single instance.		No information available

Encryption in Transit/At Rest Data is encrypted both in transit and when stored.		No information available
Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users.		No information available
Audit Logging Maintains comprehensive logs of all system activity for auditing.		No information available
Data Residency Options Allows organizations to choose geographic location of data storage.		No information available
SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001.		No information available
GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA.		No information available
User Session Timeout Automatic session expiration after a period of inactivity.		No information available
Penetration Testing Frequency Number of security penetration tests conducted per year.		No information available
Data Backup Frequency Frequency at which client data is securely backed up.		No information available

Secure Messaging Provides an encrypted messaging system for advisor-client interactions.		No information available
Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans.		No information available
Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform.		No information available
Document Collaboration Supports co-editing and feedback features on financial documents.		No information available
Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding.		No information available
Email Integration Connects with major email platforms for enhanced communication.		No information available
Digital Signature Integration Supports e-signatures for important documents within planning workflows.		No information available

Personalized Client Dashboards Allows each client’s platform view to be customized to their needs.		No information available
Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals.		No information available
Educational Content Library Provides curated financial literacy and education materials for clients.		No information available
Automated Financial Health Checkups Presents periodic summary insights and health checks to the client.		No information available
Client Engagement Analytics Tracks client logins, interactions, and resource use.		No information available
Personalized Notifications Delivers actionable, tailored push or email notifications to clients.		No information available

ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans.		No information available
Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies.		No information available
Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures.		No information available
Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities.		No information available
Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc).		No information available
Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions.		No information available
Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans.		No information available
Currency Support Number of supported global fiat currencies for multi-jurisdiction planning.		No information available

Concurrent User Support Maximum number of simultaneous advisor/client users supported.		No information available
High Availability Uptime Guarantee The percentage of planned uptime annually.		No information available
Data Storage Capabilities Maximum supported data storage per client or firm.		No information available
Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed.		No information available
Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation).		No information available

24/7 Support Availability Provides always-on client and advisor tech support.		No information available
Dedicated Account Management Assigns account managers for onboarding and ongoing support.		No information available
Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources.		No information available
In-Platform Tutorials Interactive, self-guided tours and tooltips for new features.		No information available
Response Time SLA Guaranteed support response time for critical issues.		No information available
Community Support Forums Active online forums for user collaboration and troubleshooting.		No information available

Orion Planning from Orion Advisor Solutions

Product analysis by function

Financial Planning Software for Wealth Management

Core Financial Planning Functionality (0 Yes /0 Known /14 Possible features)

Integration & Data Aggregation (0 Yes /0 Known /11 Possible features)

Reporting & Analytics (0 Yes /0 Known /11 Possible features)

User Experience & Accessibility (0 Yes /0 Known /8 Possible features)

Security & Compliance (0 Yes /0 Known /9 Possible features)

Collaboration & Communication (0 Yes /0 Known /7 Possible features)

Client Engagement & Personalization (0 Yes /0 Known /6 Possible features)

Advanced Planning & Analysis Tools (0 Yes /0 Known /8 Possible features)

Scalability & Performance (0 Yes /0 Known /5 Possible features)

Support & Training (0 Yes /0 Known /6 Possible features)