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.
