Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows
Centralized trading teams can now automatically plan, rebalance, and report on 401(k)s, 403(b)s, and more at scale and across multiple portfolios without multiple, manual orders Orion and Pontera announced an expanded integration that activates and automates more powerful investment strategies and rebalancing workflows within the Orion Eclipse trading and rebalancing platform. Building......