A Complete Approach To Trading, At Scale

Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.

Trade With Efficiency, Customize Portfolios With Ease

Scale Your Back-Office Trading Processes

Trade efficiently and confidently with block trading, custom workflows, automatic alerts, and pre-trade reviews.

Personalize Client Portfolios

Create custom, tax-advantaged SMA portfolios for each client’s unique objectives.

Enhance Your Investment Strategies

Expand your investment offering with access to models from leading institutional strategists.

Do More in Less Time with an Integrated Trading Experience

Customize client portfolios and execute all trades from one seamless technology.

Execute Your Trading Philosophy—Prove Your ROI

Tax-Intelligent Rebalancer
Streamlined Tax-Efficient Rebalancing

Eclipse allows you to improve portfolio outcomes, enhance back-office operations, and win prospects—no compromises necessary.

Scale your back-office processes with household-level rebalancing, asset location optimization, and a tax-forward method to trading.


Ditch manual maintenance for FIX Connectivity, which allows you to send trade orders directly to participating custodians.


Customize your views and workflows to take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios, or cash needs.

Custom SMA Optimizer
Custom, Tax-Advantaged SMA Portfolios

ASTRO is your integrated SMA optimizer, empowering you to construct portfolios personalized for client-specific risk, tax, and investor preferences—and then shipped to Eclipse Trading for easy execution.

Build direct indexed portfolios to capitalize on tax-loss harvesting and capital gains deferral opportunities.


Transition legacy stock positions to a new strategy while maintaining capital gains restrictions and tax sensitivities.


Maintain full control over the execution of your investment philosophy—without outsourcing to an expensive third-party provider.

Next-Generation Model Marketplace

Communities is a model marketplace that marries convenient access to leading strategist models with the flexibility to make more intelligent, personalized investment decisions for each client.

Subscribe to models that meet your clients’ risk and investment preferences, and supplement your firm’s investment philosophy and expertise.


Retain full trading discretion to accept or deny any model changes submitted by the model manager.


Assign models in Orion’s trading tools in seconds—no exporting and reimporting client data necessary.


Of Clients Complete Their Trading Tasks Faster With Orion

Source: TechValidate. TVID: 339-883-22A
"Orion helps us automate tasks and frees up time for portfolio construction, client retention, and prospecting."
-Greg Mattingly. Preston Wealth Advisors, LLC

Works Well With:


Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals. With this integration, access a digital account opening workflow, among other capabilities. 


As the industry’s largest provider of clearing and settlement solutions, BNY Mellon’s Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. This integration supports integrated trade file capabilities, advisory fee billing files, and other capabilities.

Charles Schwab

Charles Schwab exists to help people achieve better financial outcomes. Orion integrates with Schwab to provide single sign-on and real-time data flow between systems, as well as a seamless digital account opening process.

TD Ameritrade

TD Ameritrade’s Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. Orion downloads daily files from TD Ameritrade for account reconciliation through a data interface, and integrates directly with the Veo platform for real-time viewing.


Win More Clients with Tax Intelligent Trading

Discover how tax intelligent trading can simultaneously differentiate your clients, portfolios and your business.


Trade Up

Talk to us about how our trading tools can be the solution you’re looking for in your business.

Lets Talk