Trading & Rebalancing
Excellence in Trade Execution, At Scale
Orion’s full suite of trading, rebalancing and optimization tools empower firms and advisors to maximize their time and increase their value.
Orion’s next-gen trading and rebalancing platform, Eclipse Trading, helps support your fiduciary responsibilities, giving you the ability to account for the unique needs of each client and portfolio, while meeting your goals for efficiency and scale.
- Increase your trading desk’s efficiency with block trading, as well as trading at the Household, Account, or Sleeve Level
- Automatically monitor requirements for portfolio weight, and receive alerts for any contributions and distributions
- Monitor and tag an unlimited number of cash requirements, such as for billing, monthly distributions, one-off cash distribution requests, and more
- Ditch manual maintenance with FIX Connectivity, sending trade orders directly to participating custodians
- Customize your views and workflows to take quick action when needed, whether it’s a portfolio out-of-tolerance, a tax-loss harvesting opportunity, or other need
"Orion helps us automate tasks and frees up time for portfolio construction, client retention, and prospecting."
- Greg Mattingly, Founder, Preston Wealth Advisors, LLC
With Orion’s Eclipse Trading, you’ll have the control to manage and set tax-settings that make the most sense for your clients, achieving results that help them meet their unique goals.
- Receive automatically generated suggestions allowing you to take immediate action to minimize taxable gains
- Manually adjust tax sensitivity for each client or asset class
- View tax-loss harvesting opportunities specific to an individual with the click of a button, anytime you need, updated at the Lot Level every day
complete their trading tasks at least 25% faster with Orion
A Model for Success
Provide more investment choices to your clients for less with Orion Communities, an independent model marketplace connecting you to model portfolios developed by some of the industry’s top strategists.
- Find the right mix of portfolio options for your clients with selections from BlackRock, Russell Investments, CLS Investments, and many more industry-leading managers
- Subscribe to another firm’s model portfolios or sign up as a strategist to easily offer your own portfolios for others to use
Portfolio Optimization, Maximized
Position your clients to minimize risk and maximize returns with ASTRO, a powerful portfolio optimization tool that provides firms of all sizes an institutional-level and cost-effective option for custom portfolio construction.
- Apply tax-efficient strategies to harvest losses and offset gains with Index Replication
- Easily accommodate legacy stock positions and maintain tax restrictions when moving accounts to a new strategy
- Replicate a model portfolio using individual equities
- Expand your product offering to target new client segments
complete trading tasks faster with Orion
"Orion has allowed our Advisors, Operations, and Trading teams to work collaboratively on the same platform, making our firm much more efficient."
Craig Love, Founder, Fulcrum Equity Management, LLC
Scaled for Any Need
Orion’s platform is powered by scalable data servers that intelligently allocate resources as they’re needed, so the system won’t slow down. Count on Orion to runs smoothly whether you’re placing 500, trades or 5,000.
Quickly launch a client directly into FinaMetrica for analysis, and capture their risk score and details within Orion. These fields can also be added to…
Orion provides RiskPro access to household data through our open API, streamlining the data entry process and supporting efficiency in the risk analysis process.
Increase Your Firm’s Efficiency with Sleeve Trading
Learn how one firm’s move to Orion streamlined and enhanced their trading capabilities.Download Case Study