Orion Eclipse

Added Aug 3, 2026

Added Aug 3, 2026

Connect Orion Eclipse to Milemarker

Orion Eclipse handles household-level rebalancing, daily tax-loss harvesting, multi-custodian routing and asset location optimization for financial advisor firms, RIAs and broker-dealers. Milemarker connects to it and brings accounts, positions, models, trades, trade orders, set-aside cash and account audit into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Orion Eclipse handles household-level rebalancing, daily tax-loss harvesting, multi-custodian routing and asset location optimization for financial advisor firms, RIAs and broker-dealers. Like every system in your stack it holds a slice of the firm — trading orders, client portfolios, tax-efficient strategies and sub-accounts sleeves — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your Orion Eclipse agreement permits you to extract, store and reuse, then land accounts, positions, models, trades, trade orders, set-aside cash and account audit over whichever connection method fits your setup into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there Orion Eclipse data is no longer a silo. It joins your custodial feeds, planning tools, billing and CRM under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what Orion Eclipse holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over whichever connection method fits your setup — accounts, positions, models, trades, trade orders, set-aside cash and account audit — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point Orion Eclipse data can be combined with any other source you hold the rights to use.

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Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.