Your Trading Platform Wasn't Built for Advisors
Advisor needs to rebalance 12 accounts.
Logs into trading system. 47 buttons. 23 drop-downs. Zero intuition about what anything does.
20 minutes later:
Still trying to figure out how to submit a simple allocation change.
Client calls:
“When will my rebalancing be done?” Advisor has no idea.
Your Trading Platform Is A Barrier, Not A Bridge.
What You Get
View all trades, allocations & restrictions in one place
Clean interface designed for advisors, not traders
Real-time status updates from submission to settlement
Complete trade history & audit trail
Direct connection to Orion's trading platform
Leverage institutional-grade trade execution
Automatic trade routing & optimization
Real-time market data & pricing
Auto-checks for trade timing & market holidays
100% allocation validation before submission
Unsettled trade detection & warnings
Custom restriction enforcement & flagging
Real-time alerts when deposits hit accounts
Automatic cash deployment based on models
Exception handling for unusual deposits
Integration with custodial cash management
FIX Trading Integration
Direct connection to Orion's trading platform
Leverage institutional-grade trade execution
Automatic trade routing & optimization
Real-time market data & pricing
The Transformation
Simple Trade
Click, Validate, Submit
Trade Status
Real-Time Visibility Throughout
Error Handling
Clear Guidance & Quick Fixes
Advisor Confidence
Total
REAL RESULTS
Integration Power
Direct FIX connection for institutional-grade execution. Your trades, their infrastructure.
Custodial Connectivity
Real-time account data and cash positions. Trade with complete information.
Updates flow back to your portfolio management system automatically.
CRM Integration
Trade activity appears in client records. Complete relationship view.
Built For
Your Technology Stack
Your Technology Stack
Rebalance entire advisor books with a few clicks. Scale trading operations without adding complexity.
Your Technology Stack
Rebalance entire advisor books with a few clicks. Scale trading operations without adding complexity.
Custom Rules Engine
Built-in trade timing, holiday calendars, and ticker restrictions. Your rules, automatically enforced.
Access Controls
Advisors only see models they’re approved to use. Compliance built into every interaction.
Stop Forcing Advisors To Become Software Experts.
Stop Losing Productivity To Interface Complexity.
