Direct Indexing
Direct Indexing is a tech-enabled solution that enables financial advisors to efficiently create and manage personalized, tax-efficient portfolios—incorporating strategies like tax-loss harvesting, ESG preferences, and capital gains budgeting—while saving up to 46 hours annually per high-net-worth account, streamlining trading and reporting, partnering with CFA portfolio managers, and tapping into an $800 billion market opportunity.
Customize at Scale. Add Revenue. Click Once.
Manage tax-efficient, personalized portfolios at scale through a tech-enabled solution that provides proposal generation, trading, and reporting in one place. From tax-loss harvesting and tax transitioning to ESG, offer high-value, professionally managed portfolios customized to the unique needs, values, and goals of your clients — and save up to 46 hours per high-net-worth account every year.
Create Truly Personalized Client Portfolios
Add value to client returns, reduce taxes, and scale your practice, saving up to 46 hours per high-net-worth account, per year.
Deliver Flexible, Tax Efficient Strategies
- Access proactive and ongoing tax loss harvesting
- Tax-effective transitions
- Set capital gains budgets
Customize the Investing Experience
- Align portfolios with client’s personal needs or beliefs, including ESG, SRI, and faith-based screening
- Accommodate concentrated positions
- Meet sector/industry preferences
Grow Your Business
- Partner with CFA Credentialed Portfolio Managers to optimize and monitor client portfolios continuously at a lower cost
- Attract high-net-worth clients by delivering proactive tax management
Streamline to Scale
- Streamline trading and reporting by implementing Orion Custom Indexing via a sleeved account at the custodian of your choice
- Eliminate time-consuming processes through ongoing tax-loss harvesting
- Optimize against benchmark indexes
$800 Billion Opportunity
Easily offer high-value, tax-efficient portfolios customized to your clients’ unique needs, values, and goals with a solution that brings together everything you need to tap into a bigger opportunity.
Nominated for Best Technology Provider, Direct Indexing by the Wealthies.
Set Your Firm Apart
How it Works
Start by selecting a target investment mandate that aligns with your client’s values, goals, and objectives. With an objective established, the portfolio is customized for tax transitions, tax management, security restrictions, and environmental, social, and corporate governance restrictions.
Unlock Tax Opportunities
Tax loss harvesting enables you to use holdings experiencing declines to offset the capital gains tax from those experiencing gains.
Customize in a Click
Save time and streamline trading, reporting, and account maintenance by implementing custom indexing with Orion's technology suite.
Tech that Gives You the Edge
Scale your practice with Orion’s Custom Indexing technology, including generating a customized proposal in under five minutes. The solution combines proposal generation, trading, and reporting in one platform.
See it in Action
Watch a webinar to see the power of Orion’s Custom Indexing Advisor Tool and learn how to provide clients with the personalization they crave.
Key Stats
- 90% of investors agree that taxes can eat at their portfolio the same way volatility can.
- 79% of investors believe their advisor should focus on minimizing their tax obligations.
- 46 hours saved per high-net-worth account, per year, with Orion Custom Indexing.
Elevating Value: Orion + Private Advisor Group
Read the case study to learn more about how Orion Custom Indexing elevates value for advisors and clients.
Free Resource: Whitepaper
Direct Indexing: Delivering Personalization at Scale
Direct indexing has typically been limited to large portfolios due to time, complexity, and costs. That time is over. Learn about the technology evolution driving this movement and access insights from top advisors.
In this whitepaper, you’ll learn how to leverage direct indexing technology to:
- Bring scale to your operations
- Differentiate your firm
- Better serve and attract clients
Introducing Orion Advantage
One Integrated UX. One Agreement. All the Power of Orion.
Orion Custom Indexing is now part of the Orion Advantage Stack, allowing you to seamlessly connect all the tools you need to propel productivity, delight your clients, and grow your firm.
Start Adding New Revenue
Customization driven by you. Expert guidance and support from Orion. All fueled by one of the top All-in-One Software Programs by market share among advisors.
Sources:
- 1.Proprietary Orion data, as of 7/28/2023.
- 2.Cerulli Associates Projects Direct Indexing Assets to Top $800 Billion by 2026 While Outpacing Growth of ETFs, Mutual Funds, and SMAs, Cerulli, 2022.
- 3.WealthManagement.com Announces 2025 Industry Awards Finalists, WealthManagement.com, 2025.
- 4.Orion Research, July 2021. Orion’s Research Initiative maintained a +/- 2.9% margin of error among consumer investors across generations and a +/- 3.8% error rate among Financial Advisors. A mixed methodology was applied that included a robust base of more than 2000 constituents in the online surveys and dozens of in-depth interviews on the topic.
- 5.T3/Inside Information Advisor Software Survey, 2025. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and Portfolio Design Solutions. Orion also ranks in the Top 3 by market share for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence.
Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.
Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.
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