Introducing Orion Trading
The trading platform the industry has been missing is now available independently from Orion's other technology offering. The trades you place are seamlessly directed to the custodian of your choice for execution, making the process efficient and integrated.
Learn more about this exciting offering from Mike Stern and Riley Lambert. The video below provides an exciting look into what is now available through Orion Trading. Explore below for more details and request a consultation today.
Actionable Dashboards
Real time analytics
Filter down to trade accounts that require action with precision that eliminates unnecessary orders/ Customize your view to prioritize actions such as out of tolerance, tax loss harvesting, contributions or distributions, model management and trade approvals.
Preferences
Never Sweat the Small Stuff
Automate one-off, infrequent tasks such client specific cash settings or trade restrictions. Easily manage user entitlements and create trade approval processes. Create a hierarchy of rules based on the firm level, custodians, models, teams, clients, and more.
Timely Reconciliation
Banish Batching
Custodian reconciliation ensures accurate start of day position and cash values, cost basis before the market open, meaning your team can start work right at market open.