- Service Name
Orion Planning
- Industry
Financial Services, Technology, Financial Planning Software, Wealth Management
- Main Value Proposition
Orion Planning empowers financial advisors to deliver holistic advice and personalized planning experiences that enhance client financial wellness.
- Description
Orion Planning is a financial planning software that helps financial advisors connect their clients' financial goals with investment performance data. It enables the creation of actionable plans that turn aspirations into reality.
- Key Features
Intuitive, easy-to-complete workflows for client collaboration; Data-driven financial decision-making with meaningful simulations; Customizable, client-ready reports for deeper financial insights; Behavioral finance tools to protect against irrational behavior
- Use Cases
Orion Planning is most valuable for financial advisors looking to enhance client engagement, streamline financial planning processes, and improve client financial outcomes.
- Competitive advantages
Seamless integration of various financial planning tools into one platform; Focus on behavioral finance to improve client outcomes; Comprehensive reporting that provides a full financial picture for clients
- Strengths
The service excels in providing a user-friendly interface, robust data analysis capabilities, and a strong emphasis on client collaboration and behavioral insights.
- Positioning
Orion Planning positions itself as a comprehensive financial planning solution that combines technology with behavioral finance to enhance the advisor-client relationship.
- Audience
The target users include financial advisors, wealth management firms, and investment professionals who seek to improve their financial planning offerings.
- CTA
Request a Demo
- Tags
Financial Planning
Wealth Management
Behavioral Finance
Client Engagement
- Tagline
Raise the bar on financial wellness and effectively scale your advice to more clients and prospects.
- Tone of Voice
Professional, supportive, innovative
- Differentiation
Orion Planning uniquely integrates behavioral finance principles with financial planning tools, allowing advisors to create more personalized and effective financial strategies.
- Brand Positioning
Orion is identified as a leader in wealth management technology, focusing on innovative solutions that drive growth and improve client experiences.
- Founded
2013-04-01
- Founders
Hussain Zaidi
Jorge Alvarez
Mustapha Baassiri