Save Time with Automated, Year-Round Tax Loss Harvesting
Orion Custom Indexing with year-round tax harvesting has generated an average of 410bps of year-to-date* losses for our clients. And with industry-leading reporting capabilities, clients are able to see their ongoing tax savings in simple dollar-and-cent terms.
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Customization driven by you. Experienced guidance and support from us. All fueled by one of the top All-in-One Software Programs by market share among advisors.1
* Orion Data as of 11/6/2023. Individual client results may differ significantly from the average.
1Source: T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 [by market share] for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.
Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.
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