Orion Enterprise Operations Manual | Master Orion for Wealth Management

Orion is one of the most capable portfolio management platforms in the wealth management industry — but most advisors use a fraction of what it can do.

Manus AI Grade: A — Institutional rebalancing (Eclipse) is a high-value skill, benchmarked against $2,000+ consulting.

This operations manual gives financial advisors and their teams a complete, practical guide to getting maximum value from Orion — from account setup and billing configuration to reporting, client portal management, and compliance workflows. Stop clicking around and start running Orion like a power user.

What's Inside:

• Account & Household Setup: Best practices for structuring accounts, households, and relationships in Orion so your data is clean, reportable, and compliant from day one.
• Billing & Fee Configuration: How to set up fee schedules, billing groups, and automated billing runs — with common configuration mistakes and how to avoid them.
• Portfolio Reporting Mastery: How to build, customize, and automate client reports in Orion — including performance reports, holdings summaries, and custom branded outputs.
• Client Portal Setup & Adoption: How to configure the Orion client portal, onboard clients to it, and use it to reduce inbound service calls and improve client satisfaction.
• Compliance & Audit Workflows: The Orion features that support your compliance program — trade blotter review, account monitoring, and documentation workflows.

Preview: The Full Table of Contents

13 operational chapters, 5 appendices. A single trader can manage 1,000+ accounts with this system fully configured. Here's exactly what's inside:

Part I — The Trading Engine & Model Architecture: Ch 1: The Eclipse Trading Engine & Sleeve Architecture · Ch 2: Establishing Tolerance Bands & Cash Targets · Ch 3: Automated Tax-Loss Harvesting Workflows
Part II — The Revenue Engine: Ch 4: Standardizing the Global Fee Schedule · Ch 5: The Unbilled Account Audit & Revenue Leakage · Ch 6: Handling Complex Billing
Part III — Performance Reporting: Ch 7: TWR vs. IRR · Ch 8: Customizing the Client Portal · Ch 9: The Quarterly Statement Generation Assembly Line
Part IV — Compliance & QC: Ch 10: SEC-Grade Trade Compliance & Trade Dispersion Audits · Ch 11: Surviving the Wash Sale and Orphaned Cash Traps
Part V — Scaling the Team: Ch 12: The Daily Trading Desk Routine · Ch 13: The Orion Training Matrix for Junior Traders
Appendices: A) Glossary of Orion/Eclipse Terms · B) Eclipse Model Blueprint & Quick Reference Cards · C) Revenue Leakage Audit Sheet · D) Trade Dispersion Log Template · E) TLH Year-Round Execution Calendar

Who This Is For:

RIAs, wealth management firms, and advisory teams using Orion who want to operate the platform more efficiently and get more value from their technology investment.

Format: Instant digital download — PDF operations manual. Delivered immediately after purchase via Sky Pilot