Tax-intelligent trading at scale.

Orion Trading is the portfolio rebalancing and trading platform for financial advisor firms, RIAs, and broker-dealers. It supports household-level rebalancing, sleeve-based account management, daily tax-loss harvesting, asset location optimization, and direct trade routing to multiple custodians.

Household-level rebalancing manages all of a household's accounts — taxable, IRA, Roth, trust, joint — as a single portfolio. Asset-location optimization places tax-inefficient holdings in tax-advantaged accounts and tax-efficient holdings in taxable accounts, which can help improve after-tax outcomes without changing the household's overall allocation.

Orion scans portfolios daily for tax-loss harvesting opportunities and surfaces them in the trading workflow. Advisors can dial tax sensitivity up or down per client, set wash-sale rules, and execute harvest trades alongside other rebalancing actions in one trade ticket.

Orion Trading connects directly to the major U.S. advisor custodians. Trade orders flow from one Orion workflow to multiple custodians simultaneously, eliminating the multi-tab process most advisor teams currently run.

Orion Trading is integrated with the rest of the Orion stack — including portfolio accounting, billing, planning, and the client portal — while iRebal and Tamarac Rebalancing are typically deployed alongside separate accounting and reporting platforms. For Orion clients, Orion Trading reads from the same source of truth as reporting and billing, removing the cross-system data sync work.

Sleeves split a single account into multiple sub-accounts, each managed against a different model or strategy. This lets advisors trade, report, and bill on one client account as if it were multiple — useful for blending direct indexing, third-party strategists, and proprietary models inside a single household.

Yes. Pre-trade compliance reviews are part of the Orion Advantage Stack — the platform runs a configurable rule set against pending orders before they reach the custodian, flagging any issues for review.

Orion Trading reads risk profiles and compliance rules from Orion Risk Intelligence and Orion Compliance, so portfolios trading out of tolerance against risk constraints or compliance policies surface in one alert workflow rather than three.

Pricing is based on firm size, trading volume, and configuration. Trading is available as a standalone module or as part of the Essentials and Advantage Stacks. Contact Orion for a tailored quote.

Orion Trading is built for advisor firms running meaningful trading volume — typically RIAs, multi-advisor practices, broker-dealers, and family offices that need to rebalance hundreds or thousands of accounts efficiently while staying tax-aware. Solo practitioners with low trading volume can use it but get the most value at firm scale.