Orion is redefining what performance reporting can achieve, turning a once-static document into a dynamic tool for connection, clarity and behavioral coaching. Over the past year, Orion launched a powerful enhancement to portfolio reporting that embeds behavioral finance directly into the client experience. Grounded in the Protect, Live, Dream framework created by Daniel Crosby, Ph.D., the new report format maps performance to three life stages — growth, distribution and legacy — giving investors an emotionally resonant lens through which to view their financial progress. This innovation has quickly gained traction across hundreds of advisory firms, helping advisors shift conversations from market metrics to personal milestones.