Don’t Compromise On
Your Trading Experience
Shift your trading into high gear with Eclipse’s complete, automated approach to trading. Powered by an all-in one, data-driven dashboard, Eclipse puts more control in your hands and helps you better deliver on your fiduciary responsibility to your clients.
Go Beyond Rebalancing
Streamline Your Trading
Increase efficiency and provide greater, more immediate value to clients with Eclipse's trading dashboard. Create simple workflows and take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios that need rebalancing or have cash requirements, plus send trade orders directly to custodians.
Minimize Taxable Gains
Capitalize on daily tax-loss harvesting opportunities and easily increase or decrease the tax sensitivity of a portfolio. Eclipse lets you customize your tax efficient settings to screen for short term gains and wash sales according to your specific criteria.
Elevate Your Models
Eclipse lets you create multi-level models that bring vast rebalancing flexibility. Rebalance the way you want to - just a portion of your model, a portion of your account, a certain category or asset class. We’ve put the control in your hands.
Access Advanced Cash Monitoring
Automate the monitoring of cash requirements in portfolios with the click of a button. With Eclipse you can create unlimited cash set aside buckets for portfolios. Put new cash deposits to work, hold back cash needed for something else or incorporate dollar cost averaging into your strategy.
| TOM | Eclipse | |
|---|---|---|
| FIX Integration |
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| Sleeve Trading |
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| Trading | Account-level only | Portfolio: Household, Registration, or Account |
| Models | Security-level only | Multiple-levels |
| Dashboard Notifications |
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| Tax-Loss Harvesting |
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| Asset Location Optimization |
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| Automated Money Market |
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| Transaction Cost Control |
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| Tax Efficiency Trading |
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| Cash Monitoring Tools |
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It’s Time to 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? Get to know Eclipse, and start scaling your trading processes and serving your clients more proactively - and personally.
Break Up with TOM,
Fall in Love with Eclipse
Find out more about the gaps in functionality between Eclipse and TOM and the reasons why Eclipse provides benefits that give you an advantage. Plus find out how easy onboarding to Eclipse can really be.
Eclipse Fact Sheet
Dig deeper into Eclipse, the tax-efficient, automated trading platform that can make a positive impact on your clients’ portfolios and your back-office operations — without compromising one for the other.
Outsourced Full-Service
Trade Desk
Outsourcing your trading to a full-service trade desk helps you step away from the operational burden, differentiate your firm, and gives you more time to focus on your clients. Leverage our experienced team to increase operational efficiency, lower costs, and deliver a best-in-class client experience.