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What Is Orion Planning?
Orion Planning is a comprehensive financial planning solution built for today’s advisory firms. It empowers you to create and share dynamic, goals-based plans with clients from retirement forecasts to insurance and estate planning, all in a single, interactive platform.
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FourStar recommends Orion Planning as a smart, scalable tool for advisors who want to deliver more than just investment advice, but full financial wellness.
Key Features of Orion Planning
Why Advisors Trust Our Trading Services
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Build customized, goals-based financial plans
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Run real-time “what-if” scenario planning
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Track household budgeting and cash flow
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Collaborate with clients via shared dashboards
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Analyze risk, insurance, and estate needs
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Deliver beautifully designed reports and visual charts
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Seamlessly integrate with Orion, RedTail, and more
How FourStar Supports You
You don’t have to figure it out alone. FourStar Wealth Advisors provides complete onboarding and technical support to ensure you get the most value from Orion Planning.
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