Christopher Voorhees

What issues are you running into with trading in Eclipse generally?

Have you experimented with the different levels of tax sensitivity? What have you learned from it?

What levels of your models are you rebalancing at?

Use this space to share questions, issues and successful use cases regarding trading in Eclipse!

How are you using the preference hierarchy? What’s working best for you?

Are you setting preferences at the security level?

Are you setting up Teams?

Use this space to share questions and use cases regarding setting up preferences in Eclipse!

Are you importing TOM models as security sets?

How are you using the product equivalence and account type alternates?

Are you including TLH Alternates?

Use this space to post questions and share use cases regarding building security sets in Eclipse!

Are you building models with multiple levels?

Are you using the model substitutions? If so, what are your use cases?

Use this space to discuss any issues you’re running into with models in Eclipse and share your successes!

You can now access all of Orion’s trading training videos right here on the Trading Page in Orion Social! This will be the new home for all the trading support resources, including videos, PDFs and help docs. Just click on the Resources tab.

*HINT* filter the list for “videos” to see the full list of available training videos.

Eclipse training…[Read more]

Which data queries do you find most useful for trading? Have you ever requested Orion build custom queries for you to make your processes more efficient?

Orion had a build last weekend! Check below for notes on the new functionality that was released.

TRADING
Enables model aggregates as a “Default Holdings Grouping” and this will be an available option to group by in the Client Portal.

Allows Reps to be able to edit the Model Aggregate if they have permission to edit the underlying model or mod…[Read more]

Currently, Orion has very limited functionality with regard to fixed income trading. What are some of the workarounds that you have used to include fixed income in trading your models and accounts in TOM?

Orion’s Grouping Manager is a great way to add efficiency to your processes for both trading and reporting. It creates dynamic groups that do not need to be updated when new accounts download into your database.

Check out this webinar on grouping!

Grouping Manager for Trading

Orion offers custom imports to allow you to update information on your accounts or models in mass, rather than updating them one at a time within the Portfolio Audit app. Have you made use of these tools? What do you think of them?

If you’d like to see a demonstration of the types of imports Orion offers, watch this Custom Imports for Trading Webinar

Orion’s trading tools allow users to trade on current values, pending values or pending values plus “open orders.” This allows you to stage orders and then trade off of those projected balances before your initial orders are even processed.

Sound off below to let us know what you think of this functionality and how you use it!

If you’d like to…[Read more]

Orion’s trading tools allow users to trade on current values, pending values or pending values plus “open orders.” This allows you to stage orders and then trade off of those projected balances before your initial orders are even processed.

Sound off below to let us know what you think of this functionality and how you use it!

We’re looking for input on training approaches for learning trading in Orion! Do you prefer demonstration videos, online coursework, or reference documentation when you are learning a new system? Let us know what you need!

Let us know in the comments which tools you find most useful…or let us know what else you might need!