We recognize that the employees who use trading technology are crucial to your institution's success. Their experience and comfort with new systems can significantly impact productivity and outcomes. That’s why we focus on intuitive design and user-friendly interfaces, making it easier for your team to adapt and excel.

Our service team is committed to walking you through every stage of your transition. From initial implementation to ongoing support, we’re here to ensure your team is fully equipped to leverage our technology effectively. With Orion, you’re never alone in the journey of transformation.

Orion Trading is a tax-efficient trading and rebalancing platform with comprehensive cash management and a proprietary Order Management System (OMS).

Orion Trading is continually stress tested to avoid compromising performance: 

Analytics: Instantly refresh upon saving changes for accurate trade recommendations.

Tested Scale: Continuous stress testing and enhancement maximize performance.

Independent Investment Book of Record (IBOR): Ensures timely start-of-day reconciliation across leading custodians for positions, cash, and cost basis data. 

Direct Custodial Feeds: Integrated trading banishes batch processes that sacrifice pre-market IBOR availability. 

Actionable Dashboards: Help you prioritize your trade workflows and focus on repeatable processes. 

Tailored User Interface: Meet individual preferences with highly customizable view settings and queries. 

Team-Level Preferences: Allow autonomous groups to reflect their investment philosophy within oversight and in compliance with firm policies. 

Comprehensive Controls: Firm, portfolio, and account preferences manage tax considerations, rebalance logic, location optimization, cash management, and equivalents.