Orion Advisors Forging their own path

Orion Trading Plans

Advanced Trading a Scale. 

Every firm is different. Orion Trading is available on its own or as part of the Essentials and Advantage Stacks.

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Orion Trading Plans

The demand for sophisticated, scalable trading solutions has never been higher. Orion Trading arrives as a standalone offering crafted to meet these demands, providing fully customizable portfolio management, model management, cash management, trade order management, and rebalancing.

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Orion Trading

Starting at $12,000/Annually

A powerful standalone trading tool to get your firm out of spreadsheets and scaling.
  • Data Reconciliation Directly from Custodian
  • Tactical Tool 
  • Direct Trades 
  • Multi Account Trading
  • Rebalancing Engine 
  • Tax Management 
  • Ongoing Tax Loss Harvesting 
  • Insights Dashboard 
  • Multi Level Models 
  • Cash Management 
  • Fix Integration 
  • Access to Communities Asset Manager Marketplace
Essentials Stack

Starting at $18,000/Annually

Tools to scale on your growth journey.
  • Data Reconciliation Directly from Custodian
  • Tactical Tool 
  • Direct Trades 
  • Multi Account Trading
  • Rebalancing Engine 
  • Tax Management 
  • Ongoing Tax Loss Harvesting 
  • Insights Dashboard 
  • Multi Level Models 
  • Cash Management 
  • Fix Integration 
  • Access to Communities Asset Manager Marketplace
  • Portfolio Accounting
  • Redtail Growth
  • Client Portal and Mobile App
Most popular
Advantage Stack

Starting at $28,000/Annually

Maximize efficiency, growth, and advisory-client experience.
  • Data Reconciliation Directly from Custodian
  • Tactical Tool 
  • Direct Trades 
  • Multi Account Trading
  • Rebalancing Engine 
  • Tax Management 
  • Ongoing Tax Loss Harvesting 
  • Insights Dashboard 
  • Multi Level Models 
  • Cash Management 
  • Fix Integration 
  • Access to Communities Asset Manager Marketplace
  • Portfolio Accounting
  • Redtail Growth
  • Client Portal and Mobile App
  • Pre-Trade Compliance
  • Post-Trade Compliance
  • Orion Compare
Advisor looking at what's to come

Trading Software to Power Personalization at Scale

Ready to get out of slow, manual trading processes?
Let us show you how Orion Trading can support your firm’s growth.

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The Orion Advantage

Do Business
The Way You Want

57% of advisors cite a lack of integration between their core applications as their biggest technology pain point.¹ Orion Stacks is the newest way for you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.

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1 Source: WealthTech Survey Data, Orion 2024.
2066-OAT-8/13/2024