Category: Trading

14
Aug

Portfolios: The Foundation of Trading in Eclipse

How you choose to build portfolios in Orion Eclipse will impact your tax-efficient trading processes and how the platform rebalances accounts. Learn how to make a decision in today’s post.

The post Portfolios: The Foundation of Trading in Eclipse appeared first on Orion Advisor Services.

18
Jul

New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse

Adding multiple weightings to a security to create multi-asset class securities in Orion Eclipse can help you take greater control over rebalancing and trading. Find out how!

The post New Trading Feature: Multi-Asset Class Securities Now in Orion Eclipse appeared first on Orion Advisor Services.

10
Jul

Behind the Scenes: What’s Included in an Eclipse Consulting Session

Sometimes, you need a more personal touch to use technology to its fullest potential. On day two of our most recent Eclipse + Communities Summit in Omaha, we dedicated the entire day to 1:1 meetings with our advisors. Here’s a behind the scenes look at what goes on during an Eclipse consulting session.

The post Behind the Scenes: What’s Included in an Eclipse Consulting Session appeared first on Orion Advisor Services.

29
Jun

Key Takeaways From the Eclipse + Communities Summit: Omaha

Day one of our Eclipse + Communities Summit in Omaha covered a wide range of trading topics. Here’s what you need to know from our training sessions.

The post Key Takeaways From the Eclipse + Communities Summit: Omaha appeared first on Orion Advisor Services.

30
May

3 Reasons You’ll Want to Attend Orion’s Eclipse + Communities Summit

Choose from one of three training tacks at our Eclipse + Communities Summit in Omaha and get on your way to becoming a trading and tax-loss harvesting expert.

The post 3 Reasons You’ll Want to Attend Orion’s Eclipse + Communities Summit appeared first on Orion Advisor Services.

09
Apr

How to Build Portfolios in Orion Communities

Offering model portfolios in Orion Communities can help you grow your business by adding an additional revenue stream as Subscribers sign up for the use of your models. Learn how in today's post.

The post How to Build Portfolios in Orion Communities appeared first on Orion Advisor Services.

29
Mar

The Advantage to Having Your Trading System as Part of Your Portfolio Accounting Platform

With Orion Connect and Eclipse, your firm can utilize a completely integrated portfolio accounting and trading system that keeps your entire team in sync and saves valuable time when maintaining portfolios.

The post The Advantage to Having Your Trading System as Part of Your Portfolio Accounting Platform appeared first on Orion Advisor Services.

21
Feb

How To Use Sleeve Strategy Model Equivalents

The Orion February 2018 Software Update includes numerous trading improvements, including sleee strategy model equivalents, tactical trading updates, and restrictive plan support.

The post How To Use Sleeve Strategy Model Equivalents appeared first on Orion Advisor Services.

14
Feb

Back To The Future: From Models To Individualized Portfolios At Scale

Orion’s new ASTRO tool can help your firm provide clients with portfolios that incorporate tax return optimization and better manage risk simultaneously.

The post Back To The Future: From Models To Individualized Portfolios At Scale appeared first on Orion Advisor Services.

30
Jan

Optimizing SMA Portfolios With ASTRO

Today’s post takes you through the steps of optimizing SMA portfolios through Orion’s new ASTRO tool and how it benefits portfolio managers.

The post Optimizing SMA Portfolios With ASTRO appeared first on Orion Advisor Services.