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RIA Operators
1.1k members • Free
4 contributions to RIA Operators
Jul '25 •
Eclipse via Orion
Hi. I’d love to hear how your firms are using Eclipse inside Orion for day-to-day trading and portfolio management. Specifically: - How do you exclude specific assets from the models? - How do you handle dollar-cost averaging (DCA) for large deposits? - Any workflows or tips you’ve found helpful for traring on this platform? Custodians: RJ and Schwab We’re refining our trading workflows and I’d appreciate any real-world insights on what’s working well for others.
1 like • Aug '25
- Asset Exclusions: Build and test model- and account-level exclusion logic. - Dollar-Cost Averaging (DCA): Configure staged allocations. - Daily Trade Oversight: Set up Eclipse dashboards and custom views. - Training and Adoption: Deliver hands-on sessions so your team can execute these workflows confidently. Message me and we can get more specific if you'd like!
Apr '23 •
Orion
Good morning - Wondering if there are any Orion / Schwab users here that have had any issue with merge in / merge out transactions? Orion is coding all journals between Schwab accounts as merge in / merge out instead of contribution / distribution. Wondering how other firms are handling this?
4 likes • Feb '25
Generally speaking, merges tend to pertain to assets and cont/dist pertain to cash. If assets or cash move between accounts within the same hh, same date, same amount, Orion should flip them to Internal Journals.
Oct '24 •
Integration: Orion Advisor Dashboard
I'm seeking feedback regarding the integration with RT and the Orion Advisor Dashboard. I called RT to see if they had an on-demand or live webinar to visually show the value of the collaboration, and they didn't, only a PDF. If you use this collaboration, please share if it has enhanced your firm.
1 like • Jan '25
To see Portfolio View in Redtail, you go to the contact and then to the accounts tab and if your Orion Redtail integration is turned on, you will see a tab that says Orion Portfolio. This view has enough info that a lot of people could get a way with just logging into Redtail and never have to log in separately to Orion (Advisors, not Ops). Does that help, @Jennifer Ober
Oct '24 •
Planning software - Orion vs. eMoney
We currently use eMoney, but are looking at adding the Orion stack to our Redtail. Does anyone have experience with Orion's planning software? Does it allow you to create life insurance illustrations?
2 likes • Oct '24
The Insurance Goal within Orion Planning allows you to calculate coverage gaps and build recommendations for Life, Disability, and Long-term Care insurance for your clients through the What-Ifs functionality. It also explains the calculations behind the recommendations.
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