AI Portfolio Management

Orion Portfolio Solutions is a comprehensive wealth management technology platform built for financial advisors and RIAs. It combines AI-powered portfolio management, automated rebalancing, tax-loss harvesting, compliance monitoring, and client reporting in one unified system. Its AI engine analyzes thousands of portfolio positions simultaneously to optimize asset allocation, minimize tax drag, and flag compliance risks before they become issues.

ProjectionLab is a web-based financial planning and retirement simulation tool designed for DIY investors and FIRE (Financial Independence, Retire Early) seekers. The platform uses Monte Carlo simulations (up to 10,000 runs) and historical backtesting with market data from 1871 to model long-term financial outcomes. ProjectionLab is privacy-focused with no account linking required, and supports tax optimization strategies including Roth conversions and ACA subsidy planning.

Boldin (formerly NewRetirement) is a comprehensive DIY financial planning platform that enables individuals to model their entire financial future with over 250 data points. The platform covers Social Security optimization, Roth conversions, Medicare and healthcare cost planning, real estate, debt management, and tax projections. Boldin's AI assistant allows users to ask questions in plain language and receive guidance based on their specific financial data.