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Eclipse Demo

November 27 @ 11:00 am - 12:00 pm

Eclipse is a fully customizable trading and rebalancing platform. Eclipse empowers you to trade at the household level with asset location optimization to create the most tax efficient trades. With a robust set of features — including tax loss harvesting, multi-level modeling, unlimited cash buckets, interactive dashboards, and custom trading preferences, cater to any client’s unique needs while enhancing your firm’s trading processes.

Details

Date:
November 27
Time:
11:00 am - 12:00 pm
Event Category:
Registration:
https://orionadvisor.zoom.us/webinar/register/WN_i8E2RBL0Sg29yFRqHVPamA

Venue

Orion Headquarters
17605 Wright Street
Omaha, 68130 United States
Website:
http://orionadvisor.com

Organizer

Orion Advisor Services

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