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Why?
What?
Overview
Onboarding
Models, Recommendations, and Proposals
Custom Assets
Clients
Risk

Why?

Watch the Risk Academy to:
 

• Learn how to navigate the platform and integrate it seamlessly into your workflow. 

• Walkthrough the most common features and tools. 

• Get answers to some of the most common questions new users have about Orion Risk Intelligence.

What?

Orion Risk Intelligence combines next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them–regardless of what’s happening in the world. If you are a new user, watch each video in the Risk Academy to get up and running with Orion Risk Intelligence. 

Don't have access to Orion Risk Intelligence yet? Click HERE to get started!
 

Overview (12 min)

Watch this video for a high-level overview of Orion Risk Intelligence including a look at stress testing, the scenario library, and risk profiles. 
  

Onboarding (9 min)

Learn about your account settings within Orion Risk Intelligence, how to use the dashboard and navigate within the program, and how to access support when you need it. 
 

Models, Recommendations, and Proposals (14 min)

Learn how to create a model, set recommendations, and generate proposals. 
  

Custom Assets (11 min)

Learn how to create custom assets in Orion Risk Intelligence and how to add them to a model or portfolio. Custom assets in Orion Risk Intelligence include custom data sets, managed products, structured products, annuities, fixed income, and private equity. 
  

Clients (10 min)

Learn all about clients in Orion Risk Intelligence. Topics include creating a client, setting a risk score for a client, setting a client's holdings, and merging a client. 
 

  

Risk (8 min)