Orion

What is Orion Planning?

Orion Planning is the financial planning platform for advisor firms. It's a hybrid — a goals-based client interface anchored on cash-flow modeling under the hood — and connects client goals directly to live portfolio performance. A dedicated mobile app brings planning data and portfolio data together for clients in one branded experience.

Does Orion Planning support both goals-based and cash-flow planning?

Yes. Orion Planning is a hybrid platform. The client-facing interface is goals-based, which research shows is the most effective framing for client engagement and behavioral outcomes. Under the hood, the platform runs as a cash-flow tool, modeling complexity from the current month through the end of the plan. Advisors get the analytical depth of cash-flow planning; clients get the behavioral advantages of goals-based conversations.

Orion Planning vs. eMoney?

eMoney is a standalone financial planning tool focused on cash-flow modeling. As a standalone, it integrates with portfolio accounting platforms via API. Orion Planning offers comparable cash-flow depth under the hood, paired with a goals-based client interface that research shows drives better behavioral outcomes. And it's built into the Orion stack — so the plan, portfolio, trading workflow, billing, and client portal all read from the same source of truth, with no data-sync work.

Orion Planning vs. MoneyGuidePro?

MoneyGuidePro is a goals-based planning tool, common in broker-dealer and IBD channels. Orion Planning shares the goals-based client interface and adds cash-flow modeling depth under the hood — so advisors don't have to choose between methodologies. The primary differentiation is integration: Orion Planning is built into the Orion stack — so the plan, the portfolio, the trading workflow, the billing, and the client portal all read from the same source of truth, eliminating the data-sync work that comes from stitching standalone tools together.

What behavioral finance tools are included in Orion Planning?

Orion Planning is the origin point for Orion's behavioral-finance (BeFi) tools. Assessments run inside Planning and push out via API to other Orion products where BeFi data is surfaced. The tools include BeFi20 (a money-personality assessment), the 3D Risk Profile (a multi-dimensional risk-tolerance evaluation), PulseCheck (a values-based assessment), and the Protect-Live-Dream framework (a goals-based investing structure that keeps clients invested through volatility).

Does Orion Planning produce client-ready reports?

Yes. Orion Planning delivers customizable, branded reports that advisors can present in client meetings or share through the Document Vault. Reports include goal-progress visualizations, scenario comparisons, and integrated portfolio performance from Orion Portfolio Accounting.

Can clients participate in planning through the Client Portal?

Yes. Clients view their plan, track goals in real time, and run hypothetical scenarios from the mobile-friendly Client Portal. Advisors stay in control of the experience: they can send specific workflows (retirement planning, education savings, and others) for clients to complete, and they can configure exactly what each client sees inside the planning interface. The Advantage Stack adds front-page financial-plan access inside the client experience for tighter advisor-client collaboration.

Who is Orion Planning built for?

Orion Planning is built for advisor firms — solo independents, RIAs, and broker-dealer affiliated practitioners — and the investor clients they serve. Investors access the same data through a mobile-first, advisor-branded experience. Orion Planning can be deployed standalone or as part of the broader Orion stack.