Trading

Ditch the spreadsheets with a complete, automated approach to trading that scales with you.

Tax-Intelligent Trading at Scale

Streamline your back-office with the capability to rebalance across your firm, sending trade orders directly to multiple custodians at one time. Take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios, or cash needs based on real-time analytics.

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

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.

Download Now

The Orion Advantage

Do Business The Way You Want.

Orion Trading is available by itself or as part of the Essentials and Advantage Stacks.

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.

Explore Stacks