From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.
October 15 @ 3:00 pm - 4:00 pm
Eclipse trading is a fully customizable trading and rebalancing platform. Eclipse trading empowers you to trade at the household level with asset location optimization to create the most tax efficient trades. With a robust set of features — including tax loss harvesting, multi-level modeling, unlimited cash buckets, interactive dashboards, and custom trading preferences, cater to any client’s unique needs while enhancing your firm’s trading processes.