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.

Fully-Integrated, Fully-Customizable

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

Tax-efficiency, Efficiently

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

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

68%

complete their trading tasks at least 25% faster with Orion
Tech Validate – TVID: 339-883-22A

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

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.

"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



Related Integrations

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…

FinaMetrica

Risk Management

About Our Integration

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 New account or Portfolio Audit views, or excluded from data query reports.

About FinaMetrica

The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows. No matter why you are reviewing your risk tolerance testing, better match investment recommendations to clients’ needs or to improve communication with clients you will want to know that you are working with a market-proven methodology backed by strong academic evidence.

Orion provides RiskPro access to household data through our open API, streamlining the data entry process and supporting efficiency in the risk analysis process.

RiskPro

Risk Management | Risk Management

About Our Integration

Orion provides RiskPro access to household data through our open API, streamlining the data entry process and supporting efficiency in the risk analysis process.

About RiskPro

This is RiskPro®, The World’s First Virtual Portfolio Strategist®. This revolutionary risk profiling and portfolio construction system empowers advisors to help their clients understand and pinpoint their own Personal Risk Budget® and then to construct a portfolio within a hundredth of a decimal point of that risk budget in a matter of minutes. RiskPro® is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting Portfolios for their clients.

Orion integrates with Schwab to provide single sign-on to the Schwab OpenView Gateway, real-time data from the OpenView Gateway in an Insight dashboard, and a…

Schwab

Risk Management | Risk Management | Custodian

About Our Integration

Orion integrates with Schwab to provide single sign-on to the Schwab OpenView Gateway, real-time data from the OpenView Gateway in an Insight dashboard, and a seamless digital account opening process sending new account information from Orion.

About Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. 

Case Study

Learn how one firm’s move to Orion streamlined and enhanced their trading capabilities.

Download Case Study
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