Tag : Trent Mumma

Orion Expands Advisor Trading, Putting Enterprise-Grade Trading and Rebalancing Directly in Advisors’ Hands
Finance News Trading

Orion Expands Advisor Trading, Putting Enterprise-Grade Trading and Rebalancing Directly in Advisors’ Hands

Business Wire
by Business Wire0
A curated Orion Trading workflow gives individual advisors the power they need while firms keep granular control Orion announced a significant expansion of Advisor Trading, giving individual advisors a purpose-built version of Orion’s trading and rebalancing technology inside their daily workflow, while firms maintain granular oversight and control. Read More......
Orion Introduces Fractional Share Trading for Advisors Who Custody with Schwab Advisor Services
Fintech News Trading

Orion Introduces Fractional Share Trading for Advisors Who Custody with Schwab Advisor Services

Business Wire
by Business Wire0
Now available in Orion Trading, fractional share trading lets advisors who custody with Schwab implement client models to the dollar to reduce cash drag and sharpen portfolio precision Orion announced that fractional share trading is now available for advisors who custody with Schwab Advisor Services, delivered through Orion’s next-generation trading......
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