A dedicated trading and rebalancing platform can help your team get more work done each day through faster trade processing and automated workflows

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SCALE YOUR OPERATIONS

Reviewing and executing trade orders at once helps save time and create standardized processes.

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TRADE WITH ACCURACY

Rebalancing portfolios with proper workflows decreases the chance of placing an incorrect trade or mixing up accounts in a spreadsheet.

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CREATE OPERATIONAL EFFICIENCY

Having the flexibility to trade at the Household, Account, or Sleeve level means you no longer have to compromise efficiency for system constraints.

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ENHANCE YOUR FIDUCIARY DUTY

Creating large block orders allows you to trade at the same price for all accounts that hold the same asset so you can provide consistent outcomes across all of your clients

Together with Flyer, we’re making it easier for Advisors to trade by providing equity and mutual fund electronic access to custodians and brokers using the Flyer Trading Network API. Flyer simply takes care of the rest for us.

Trent Mumma, Executive Vice President, Technology Products

What is Flyer Trading Network?

  • The Flyer Trading Network (FTN) allows Orion clients to connect and trade with hundreds of custodians and brokers.
  • The secure trading network eliminates the need for additional infrastructure, software and specialized resources.
  • FTN allows you to rapidly implement your investment strategy across all of your custodians, expanding your reach to control a wider range of market opportunities.

How FTN Benefits Orion and their Customers?

  • With Orion’s integration, advisors now have access to multi-asset and custodial trading.
  • They have the safety and speed needed in the ever-changing market environment, all while staying within the Orion Eclipse ecosystem.
  • By eliminating all manual work as part of the trading process, advisors no longer have to manually manipulate trade files or generate custom post-trade files for trade allocation processing.