Orion Risk Intelligence
Reviews
Star rating
Rank in Financial Risk Management
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 75.0% |
| Mid-Market | 22.2% |
| Enterprise | 2.8% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|
Satisfaction ratings
What reviewers say
Incorporate Risk Tolerance with Portfolio Analysis
“HiddenLevers has been an integral part of our process to ensure that client's portfolios are in line with their risk tolerance, time horizon, and goals. Reports produced by HiddenLevers are professional and enhance the client's understanding of their portfolios.”
I like the idea behind the software and the implementation is very good.
“I like the investment risk scores along with the integration with Raymond James. I can quickly see how much risk is in a client's portfolio. The questionnaire is simple and easy for the client to understand.”
Makes keeping up with compliance a breeze
“I like the planning features available, as well as the risk assessment breakdown.”