Ditch the spreadsheets with a complete, automated approach to trading that scales with you.
Streamline your back-office with the capability to rebalance across your firm, sending trade orders directly to multiple custodians at one time. Take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios, or cash needs based on real-time analytics.
of our largest clients use Orion Trading to streamline their business.¹
of our largest clients use Orion Trading to streamline their business.¹
Access our ebook to learn how leveraging a tax-efficient, automated trading platform can positively impact your clients’ portfolios and your back-office operations — without compromising one for the other.
Trade with efficiency and confidence with block trading, custom workflows, automatic alerts, and pre-trade reviews and easily send trade orders directly to participating custodians.
Get more work done each day through faster trade processing and automated workflows.
Get in touch with our team to learn more about the solutions and services provided by Orion.
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Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.