Solution introduction

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 proceses
    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.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.