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¹Source: Proprietary Orion data, as of 7/28/2023.
Compliance Code: 1 7 9 9 Orion Advisor Technology July 22, 2024
Ditch the spreadsheets with a complete, automated approach to trading that scales with you.
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.
Increase efficiency and provide greater value to clients through a fully customizable trading and rebalancing platform.
Scale your operations with household-level rebalancing and asset location optimization.
Easily break an account into multiple sub-accounts — or “sleeves” — for separate trading, reporting, and billing.
Capitalize on daily tax-loss harvesting opportunities and easily increase or decrease the tax sensitivity for each
client.
Automate the monitoring of cash requirements in portfolios with the click of a button.
of our largest clients use Orion Trading to streamline their business.¹
of the time, brokerage assets are reconciled before the market opens.¹
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 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.
Get more work done each day through faster trade processing and automated workflows.
¹Source: Proprietary Orion data, as of 7/28/2023.
Compliance Code: 1 7 9 9 Orion Advisor Technology July 22, 2024
1789-OAT-7/22/2024