The Most Customizable & Time-Efficient Trading Platform for RIAs
Eclipse Trading empowers you with
to improve portfolio outcomes, enhance back-office operations, and win prospects—no compromises necessary.
Up to 80% of advisors manage client portfolios in-house, relying on technology to scale efficiencies and customize offerings.1
Does your rebalancing technology improve your day-to-day operations and add tax alpha for clients?
Serve clients more personally and proactively with scalable trading processes.
Household-Level Rebalancing
Take advantage of asset location strategies to decrease your number of trade orders.
Multi-Level Modeling
Include separately managed accounts, custom security sets, equivalents, and substitute assets in your model allocation.
Tax-Intelligent Trading
Receive automatic alerts to tax-loss harvesting opportunities, and know immediately when wash sale periods have passed.
Straight-Through Processing
Send orders directly to custodians via FIX connections, so you no longer have to download and upload trade orders manually.
Custom Views & Workflows
Stay informed about out-of-tolerance portfolios, cash needs, and contributions and distributions.
One-Off Trading
Make tactical adjustments on individual portfolios to minimize trade costs and tax implications prior to execution.
Advanced Cash Monitoring
Create unlimited cash buckets for billing, monthly distributions, a large upcoming purchase, or other requirements.
Eclipse Trading simply does more for you and your clients.
Eclipse Trading
Household-Level Rebalancing
Multi-Level Modeling
Tax-Loss Harvesting Notifications
Multi-Custodial Trading
Straight-Through Processing
Custom Workflows, Views, and Alerts
Models of Models Structure
Unlimited Cash Buckets
Integrated with Cloud-Based Portfolio Accounting System
The Competition
Household-Level Rebalancing
Multi-Level Modeling
Tax-Loss Harvesting Notifications
Multi-Custodial Trading
Straight-Through Processing
Custom Workflows, Views, and Alerts
Models of Models Structure
Unlimited Cash Buckets
Integrated with Cloud-Based Portfolio Accounting System
Half of Eclipse Trading users complete trading and rebalancing tasks 35-50% faster with Orion2
22018 Tech Validate Survey
71% of Orion clients selected trading tools as the most impactful feature2.
32018 Tech Validate Survey
Give your firm the flexibility you need with Orion’s customizable trading and rebalancing technology. Learn how Eclipse Trading can reduce your team’s daily workload and add more value to your clients’ portfolios in our new eBook.
1https://www.riainabox.com/blog/are-more-ria-firms-outsourcing-client-portfolio-management
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