Custom Indexing Sizzle Reel

Built Into Eclipse

Personalized, Tax-Managed Portfolios

Custom Indexing is available within Eclipse, giving advisors a way to deliver tax-aware personalization while keeping trading and reporting in one place. Watch the video below.

How It Fits

Personalization Without Added Complexity

Custom Indexing allows advisors to deliver portfolios tailored to individual client needs—such as tax considerations, preferences, and legacy holdings—without introducing new systems or workflows.

Trading, rebalancing, and reporting remain centralized, supporting consistency across accounts while allowing for more flexibility at the client level.

Business colleagues engaged in discussion over project ideas. Man holding tablet , woman pointing at laptop screen.

What It Supports

Designed for Real-World Client Needs

Tax-Aware Investing
Ongoing tax-loss harvesting, tax-efficient transitions, and capital gains budgeting applied systematically across accounts.

Client-Specific Portfolios
Support concentrated positions, exclusions, and ESG or SRI considerations while maintaining portfolio structure.

Operational Efficiency
Centralized trading and reporting help teams manage personalized portfolios at scale.

Consultant reviewing stock market statistics and yearly tax law

Advisor Value

Personalization Clients Recognize

For taxable and high-net-worth clients, tax awareness and personalization are often part of broader planning conversations. Custom Indexing helps advisors address those needs within their existing trading environment.

Who It’s For

Built for Firms Managing Complexity at Scale

Advisors serving taxable and high-net-worth households
Firms managing concentrated or legacy positions
Teams offering ESG or preference-based portfolios
Operations groups focused on consistency and oversight

Next Step

See How Custom Indexing
Works in Practice

Explore how advisors are delivering tax-aware personalization within their current trading environment, without adding unnecessary operational strain or new systems to manage.

Connect with our team.

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.

This information is general in nature and is not intended as tax advice. You should consult a tax professional as to how this applies to an individual tax situation. Nothing contained herein is intended to constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, or solicitation of any type.