Orion Trading is a sophisticated, cloud-based trading and rebalancing platform designed for financial advisory firms. It offers a complete, automated approach to trading that scales with the business, allowing advisors to streamline their back-office operations and provide greater value to clients through tax-efficient, personalized portfolio management.

Key Features

Tax-Intelligent Trading Enables efficient tax management across client portfolios

• Household-level rebalancing and asset location optimization
• Daily tax-loss harvesting opportunities
• Adjustable tax sensitivity for each client

Customizable Model Setup Allows for flexible account management and personalization

• Break accounts into multiple sub-accounts or "sleeves"
• Separate trading, reporting, and billing for each sleeve

Advanced Cash Monitoring Simplifies cash management in client portfolios

• Automated monitoring of cash requirements
• One-click cash management functionality

Benefits

Increased Efficiency Streamlines trading processes and reduces manual work

• Block trading capabilities
• Custom workflows and automated alerts
• Pre-trade reviews
• Direct trade order submission to multiple custodians

Enhanced Client Value Improves portfolio management and client outcomes

• Tax-efficient rebalancing across firm-wide accounts
• Quick action on tax-loss harvesting opportunities
• Real-time analytics for portfolio management