iRebal is designed to offer you more effective portfolio management, tax efficiency, dynamic cash management, tax-loss harvesting, and more.2 Available for a licensing fee, iRebal software supports multiple custodians and is most appropriate for firms seeking a high degree of customization and sophistication.
**Please Note: Orion only integrates with the standalone version of iRebal, not the web-based version.
Integration Points:
- Account level data connection including account details, balances, and holdings.
- Orion provides iRebal relevant Household and Account level data via an automated data export.