Orion's Trade Desk is a comprehensive trading solution designed for wealth management firms. It offers a full-service trading desk that executes curated manager strategies or custom models, streamlines complex multi-custodial trades, and provides access to an experienced trading team. This service aims to increase operational efficiency, lower costs, and improve client experience.

Key Features

Full-Service Trading Desk Execution of curated manager strategies and custom models

• Handles both in-house and outside money manager models
• Provides flexibility in strategy implementation

Streamlined Trade Operations Simplification of complex, multi-custodial trades

• Clears trades through a single provider
• Reduces operational complexity

Cost Reduction Leveraging scale for bundled cost savings

• Participates in bundled costs
• Offers cost-effective trading solutions

Benefits

Increased Operational Efficiency Streamlines trading processes for wealth management firms

• Reduces time spent on trade execution
• Allows focus on core business activities

Enhanced Client Experience Delivers institutional-level investment approach

• Improves client perception of advisor capabilities
• Provides more time for understanding client needs

Firm Growth Acceleration Supports faster business expansion

• Average growth rate increase for partnering firms
• Enables advisors to focus on client acquisition and retention