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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)
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
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Integration & Data Aggregation
(0 Yes /0 Known /11 Possible features)
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
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APIs Availability Availability of robust APIs for custom data integrations. |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
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Data Aggregation Speed The average time to aggregate/update external account data. |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
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Reporting & Analytics
(0 Yes /0 Known /11 Possible features)
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Custom Report Generation Ability to generate tailored reports for client meetings. |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
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Report Generation Speeds The average time taken to generate a standard complex report. |
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User Experience & Accessibility
(0 Yes /0 Known /8 Possible features)
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
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Multilingual Support Software and documentation are available in multiple languages. |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
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Client Portal Features a dedicated, secure portal for client access. |
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Role-Based Access Controls Supports permission settings by user type or role. |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
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Security & Compliance
(0 Yes /0 Known /9 Possible features)
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
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User Session Timeout Automatic session expiration after a period of inactivity. |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
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Data Backup Frequency Frequency at which client data is securely backed up. |
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Collaboration & Communication
(0 Yes /0 Known /7 Possible features)
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
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Email Integration Connects with major email platforms for enhanced communication. |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
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Client Engagement & Personalization
(0 Yes /0 Known /6 Possible features)
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
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Advanced Planning & Analysis Tools
(0 Yes /0 Known /8 Possible features)
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
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Scalability & Performance
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
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Support & Training
(0 Yes /0 Known /6 Possible features)
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24/7 Support Availability Provides always-on client and advisor tech support. |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
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Response Time SLA Guaranteed support response time for critical issues. |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
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