Harvest Tax Alpha All Year Long with Eclipse

Tax loss harvesting doesn't have to be a year-end scramble.

With Eclipse, Orion's powerful trading and rebalancing platform, advisors can identify and capture tax loss opportunities across client portfolios - efficiently, scalably, and seamlessly.

Watch the demo to see Eclipse in action.

Upcoming Opportunity

Eclipse University

Eclipse University is your all-access pass to mastering Orion's powerful trading platform, Eclipse. Whether you're a rookie pilot or a seasoned navigator, this day-long training event will equip you with the tools, insights, and flight plans to operate at peak performance. You'll also gain a clear understanding of how Eclipse sends trades to the custodian for trade execution.

Learn More

More to Explore

Tailored Allocation Portfolios

Tailored Allocation Portfolios makes it easier than ever to transition client accounts into professionally managed ETF and mutual fund models using a tax-smart, personalized approach - at scale.

Built on Orion's integrated technology and powered by top-tier third-party strategists, Tailored Allocation Portfolios delivers institutional-grade portfolio management without charging an additional fee.

Learn More

Still in the dark about Eclipse?

Let's shed some light - and maybe blow your mind a little.

Schedule a Consult. We promise it's worth it.

Get a Consult

This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.