Orion Trading: Tax-Intelligent Trading Platform for Advisors
Orion Trading is a tax-intelligent, scalable trading and rebalancing platform designed for advisor firms to efficiently execute household-level rebalancing, daily tax-loss harvesting, multi-custodian routing, and personalized model setups without increasing headcount, thereby enhancing trading accuracy and delivering tax-efficient outcomes for clients.
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Orion Trading
Tax-intelligent trading at scale.
Run trading at firm scale.
With your current team.
Read the Tax-Intelligent Trading White Paper
Built for Firms Trading at Volume
Scale Trading Without Scaling Headcount
Orion Trading is the rebalancing platform for advisor firms operating at volume — household-level rebalancing, daily tax-loss harvesting, and multi-custodian routing from one workflow. Your team executes at firm scale; your clients get tax-efficient outcomes.
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Go Beyond Rebalancing
Trade with Accuracy
Increase efficiency and provide greater value to clients through a fully customizable trading and rebalancing platform.
Leverage Tax-Efficient Rebalancing
Scale your operations with household-level rebalancing and asset location optimization.
Personalize Your Model Setup
Easily break an account into multiple sub-accounts — or “sleeves” — for separate trading, reporting, and billing.
Minimize Taxable Gains
Capitalize on daily tax-loss harvesting opportunities and easily increase or decrease the tax sensitivity for each
client.
Access Advanced Cash Monitoring
Automate the monitoring of cash requirements in portfolios with the click of a button.
85%
of our largest clients use Orion Trading to streamline their business.¹
99%
of the time, brokerage assets are reconciled before the market opens.¹
Free Resource: Ebook
Transform Your Trading Game
Trading is a mission-critical component of every financial advisory firm. But are you keeping pace with client demands, while also working efficiently in your business?
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.
The Orion Advantage
Do Business The Way You Want.
Orion Trading is available by itself or as part of the Essentials and Advantage Stacks.
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.
Spend Less Time in Your Software
Get more work done each day through faster trade processing and automated workflows.
Frequently Asked Questions
Orion Trading is the portfolio rebalancing and trading platform for financial advisor firms, RIAs, and broker-dealers. It supports household-level rebalancing, sleeve-based account management, daily tax-loss harvesting, asset location optimization, and direct trade routing to multiple custodians.
What does household-level rebalancing mean?
Household-level rebalancing manages all of a household's accounts — taxable, IRA, Roth, trust, joint — as a single portfolio. Asset-location optimization places tax-inefficient holdings in tax-advantaged accounts and tax-efficient holdings in taxable accounts, which can help improve after-tax outcomes without changing the household's overall allocation.
How does Orion Trading handle tax-loss harvesting?
Orion scans portfolios daily for tax-loss harvesting opportunities and surfaces them in the trading workflow. Advisors can dial tax sensitivity up or down per client, set wash-sale rules, and execute harvest trades alongside other rebalancing actions in one trade ticket.
Which custodians does Orion Trading connect to?
Orion Trading connects directly to the major U.S. advisor custodians. Trade orders flow from one Orion workflow to multiple custodians simultaneously, eliminating the multi-tab process most advisor teams currently run.
How does Orion Trading compare to iRebal and Tamarac Rebalancing?
Orion Trading is integrated with the rest of the Orion stack — including portfolio accounting, billing, planning, and the client portal — while iRebal and Tamarac Rebalancing are typically deployed alongside separate accounting and reporting platforms. For Orion clients, Orion Trading reads from the same source of truth as reporting and billing, removing the cross-system data sync work.
What are "sleeves" in Orion Trading?
Sleeves split a single account into multiple sub-accounts, each managed against a different model or strategy. This lets advisors trade, report, and bill on one client account as if it were multiple — useful for blending direct indexing, third-party strategists, and proprietary models inside a single household.
Does Orion Trading support pre-trade compliance reviews?
Yes. Pre-trade compliance reviews are part of the Orion Advantage Stack — the platform runs a configurable rule set against pending orders before they reach the custodian, flagging any issues for review.
How does Orion Trading integrate with Risk Intelligence and Compliance?
Orion Trading reads risk profiles and compliance rules from Orion Risk Intelligence and Orion Compliance, so portfolios trading out of tolerance against risk constraints or compliance policies surface in one alert workflow rather than three.
How much does Orion Trading cost?
Pricing is based on firm size, trading volume, and configuration. Trading is available as a standalone module or as part of the Essentials and Advantage Stacks. Contact Orion for a tailored quote.
Who is Orion Trading built for?
Orion Trading is built for advisor firms running meaningful trading volume — typically RIAs, multi-advisor practices, broker-dealers, and family offices that need to rebalance hundreds or thousands of accounts efficiently while staying tax-aware. Solo practitioners with low trading volume can use it but get the most value at firm scale.
Dig Deeper
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¹Source: Proprietary Orion data, as of 7/28/2023.
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