Orion Advisor Services, LLC, (“Orion”) a portfolio accounting service provider for advisors, announced at the T3 Advisor Conference that it has launched Eclipse, Orion’s next generation trading and rebalancing platform which enables advisors to trade and rebalance portfolios specific to their needs. The release of Eclipse comes at a period of rapid growth for Orion. The proprietary offering increases advisors’ ability to offer tax efficient portfolios at scale, improves trade desk efficiency, and streamlines business processes to assist advisors with fiduciary responsibilities.
Orion’s Eclipse allows advisors to customize and automate trade and rebalance parameters at the Household, Account, Sleeve, Asset Category, Sector and Asset Class levels. Eclipse also enables advisors to set up tax loss harvesting requirements specific to a household, as well as increase or decrease tax sensitivity and assess gains.
CUSTOMIZABLE AND ADAPTABLE
“With Eclipse’s customization and adaptability, advisors cannot only enhance their service to their clients, but also become more efficient at the same time,” said Orion Advisor Services CEO Eric Clarke from the main stage at T3. A long-time supporter of the T3 conferences and T3 Tech Hub, Orion’s booth in the T3 exhibit hall was consistently busy with advisor foot traffic and conversation. “Technological flexibility is important in an ever-changing and evolving industry and Eclipse’s features empower advisors with advanced tax efficiency capabilities to help maximize client returns.”
Orion’s Eclipse also includes features such as: FIX integration, enabling straight-through trade processing directly with participating custodians; Cash management, monitoring cash requirements in portfolios; Trading dashboards, offering advanced data analytics and automated workflows allowing advisors to see immediately which portfolios need further review.
Clarke concluded, “Orion’s priority is to ensure that advisors’ businesses and workflows are efficient and that they have access to the latest and greatest technology. We could not be more excited about the opportunity and efficiency that Eclipse will bring to our advisors and help them enjoy their business again.”
Advisors who did not have the opportunity to get a personal demo while at the T3 Advisor Conference are invited to contact Orion Advisor Services for a virtual demo.
Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. Orion has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 950 firms, have $400 billion in AUA and over 1.5 million accounts. For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor