Best Investment Management Software for Orion

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

Envestnet MoneyGuide focuses on streamlining financial planning that is centered around achieving specific goals, making it accessible for everyone. Our user-friendly financial planning resources empower advisors of various sizes to tailor their services according to the distinct requirements of each client. With a client-centric design, MoneyGuidePro® delivers advanced solutions and intelligent assumptions to assist advisors in managing the intricate financial factors affecting their clients' lives. Additionally, MoneyGuideElite℠ serves as an interactive planning platform that allows advisors to visually represent aspects such as income distribution, tax strategies, lifetime protection plans, and the pros and cons of annuities. To facilitate effective communication and information gathering, we provide an array of resources including questionnaires, brochures, and videos. Furthermore, our marketing storefront allows you to personalize printed materials with your own contact details and branding, enhancing your professional image. This comprehensive approach ensures that advisors are well-equipped to support their clients' financial journeys.

We merge the principles of design thinking with personal finance to provide a comprehensive and clear view of a client’s financial situation. Asset-Map, a recognized financial technology startup located in Philadelphia, PA, has garnered the trust of over 1 million users who utilize the platform with their advisors to achieve financial transparency. In addition, we have successfully mapped more than $1.4 trillion worth of financial instruments within Asset-Map. The reports generated by Asset-Map organize a household's financial information in a visually appealing format, enabling advisors to offer their expertise in real time. Our interactive Target-Maps help define critical financial priorities for households and monitor their advancement effectively. Moreover, advisors can intuitively search and filter through their entire practice, ensuring they stay on top of households that require attention like never before. Don’t miss the opportunity to schedule a demo today and become one of the many financial advisors who are empowering their clients to understand their complete financial landscape for improved decision-making. By doing so, you can elevate your advisory practice and enhance the financial well-being of those you serve.