Orion Custom Indexing is a comprehensive wealth management solution that enables financial advisors to manage tax-efficient, personalized portfolios at scale. It offers a unique combination of proposal generation, trading, and reporting in one integrated platform, allowing advisors to create truly customized investment experiences for their clients while saving time and increasing efficiency.

Key Features

Tax-Efficient Strategies Proactive tax management for client portfolios

• Ongoing tax loss harvesting
• Tax-effective transitions
• Capital gains budget setting

Portfolio Customization Tailoring investments to client preferences and values

• ESG, SRI, and faith-based screening
• Concentrated position management
• Sector and industry preferences

Integrated Technology All-in-one solution for streamlined portfolio management

• Proposal generation in under five minutes
• Trading and reporting capabilities
• Implementation via sleeved accounts at chosen custodians

Benefits

Time Savings Increased efficiency in managing high-net-worth accounts

• Up to 46 hours saved per high-net-worth account annually
• Streamlined trading and reporting processes

Business Growth Tools to attract and retain high-value clients

• Ability to offer high-value, professionally managed portfolios
• Partnership with CFA Credentialed Portfolio Managers
• Lower cost portfolio optimization and monitoring

Client Satisfaction Enhanced personalization and performance

• Alignment with client values, goals, and objectives
• Improved tax management and potential returns
• Customized investment experiences