Tax-Intelligent Trading at Scale

Streamline your back-office through household-level rebalancing, send trade orders directly to custodians, and take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios, or cash needs. 

Trading desk
Go Beyond Rebalancing

Trade with Accuracy 

Increase efficiency and provide greater value to clients through a fully customizable trading and rebalancing platform. 

Leverage Tax-Efficient Rebalancing

Scale your operations with household-level rebalancing and asset location optimization.

Personalize Your Model Setup

Easily break an account into multiple sub-accounts — or “sleeves” — for separate trading, reporting, and billing.

Minimize Taxable Gains

Capitalize on daily tax-loss harvesting opportunities and easily increase or decrease the tax sensitivity for each client.

Access Advanced Cash Monitoring

Automate the monitoring of cash requirements in portfolios with the click of a button.

85%

of our largest clients use Orion Trading to streamline their business.¹

99%

of the time, brokerage assets are reconciled before the market opens.¹

Advisor Walking
Free Resource: Ebook

Transform Your Trading Game

Trading is a mission-critical component of every financial advisory firm. But are you keeping pace with client demands, while also working efficiently in your business?

Access our ebook to learn how leveraging a tax-efficient, automated trading platform can positively impact your clients’ portfolios and your back-office operations — without compromising one for the other.

Orion Stacks
Introducing Orion Advantage

One Integrated UX. One Agreement. All the Power of Orion.

The Orion Advantage Stack is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

Trade with efficiency and confidence with block trading, custom workflows, automatic alerts, and pre-trade reviews and easily send trade orders directly to participating custodians. 

Spend Less Time in Your Software

Get more work done each day through faster trade processing and automated workflows. 

Dig Deeper

Related Content

¹Source: Proprietary Orion data, as of 7/28/2023.

 

Compliance Code: 2 3 1 3 Orion Advisor Technology August 21, 2023