Tax planning software integrated with portfolio management that includes tax-loss harvesting, capital gains management, tax-efficient rebalancing, and tax impact analysis for portfolio changes.
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
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Automated Tax-Loss Harvesting Automatically identifies and suggests trades to realize losses for tax benefits. |
Product description explicitly lists automated tax-loss harvesting as a core capability. | |
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Frequency of Harvesting How often the software scans and implements tax-loss harvesting opportunities. |
No information available | |
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Wash Sale Detection Detects potential wash sales and provides alerts or recommendations. |
Tax optimizer functionality includes wash sale avoidance according to Orion product and marketing documentation. | |
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Harvesting Threshold Customization Advisors can set minimum loss thresholds for triggering tax-loss harvesting actions. |
No information available | |
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Cross-Account Harvesting Ability to identify tax-loss harvesting opportunities across multiple client accounts. |
No information available | |
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User Override of Harvesting Suggestions Allows advisors to override or approve tax-loss harvesting recommendations. |
No information available | |
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Reporting of Harvested Losses Provides detailed reports of realized losses for compliance and strategy review. |
Product includes reporting features that detail realized losses, per web materials. | |
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Real-Time Opportunity Alerts Notifies users immediately when new tax-loss harvesting opportunities arise. |
Orion's materials state 'real-time tax insights' and 'alerting advisors to new opportunities.' | |
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Integration with Portfolio Management Seamlessly integrates with existing portfolio management tools and workflows. |
Orion Tax Optimizer is part of the Orion portfolio management platform and designed for integrated workflows. | |
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Tax Impact Simulation Simulates the projected tax impact of harvesting specific losses. |
Tax impact simulation is referenced as part of strategy comparison and forward-looking scenario projections. |
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Asset Location Optimization Optimizes asset placement across taxable and tax-advantaged accounts. |
No information available | |
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Tax Drag Analysis Quantifies the annual tax impact (drag) of different portfolios. |
No information available | |
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Tax-Efficient Withdrawal Sequencing Advises on withdrawal order from different account types to minimize taxes. |
No information available | |
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Projection of After-Tax Returns Shows expected net returns after incorporating anticipated taxes. |
Reports show after-tax return projections in product marketing materials. | |
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Roth Conversion Analysis Models the tax consequences of Roth IRA conversions. |
No information available | |
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Capital Gains Minimization Tools Identifies trades and strategies to minimize realized capital gains. |
Product supports minimizing capital gains as part of rebalancing and trading optimization. | |
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Automated Rebalancing Tax Analysis Assesses tax costs associated with portfolio rebalancing. |
Tax-efficient rebalancing/tax cost analysis is a named feature in Orion's product sheet. | |
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Short-term vs Long-term Gain Recognition Distinguishes and tracks gains for relevant tax treatment. |
Orion tracks short- and long-term gains for all proposed trades. | |
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Customized Strategy Recommendations Provides tailored, client-specific tax strategy advice. |
No information available | |
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Multi-year Tax Projection Projects multi-year tax liabilities under proposed strategies. |
No information available |
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What-if Scenario Analysis Allows users to test tax results under different scenarios and plan changes. |
Orion enables testing different tax-impact scenarios side-by-side. | |
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Multi-Year Tax Forecasts Provides forecasts of tax liabilities over multiple future years. |
No information available | |
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Customizable Tax Rates Supports entry and adjustment of custom federal, state, and local tax rates. |
Advisors can configure federal and state tax rates within account/strategy settings. | |
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Estate & Gift Tax Simulation Models estate and gift tax exposure based on current and hypothetical portfolios. |
No information available | |
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Legislation Impact Modeling Analyzes tax impact of proposed or potential legislative changes. |
No information available | |
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Monte Carlo Tax Simulations Uses stochastic modeling for tax forecasting under uncertainty. |
No information available | |
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Goal-Based Forecasting Integrates tax effects into financial plan goal projections. |
No information available | |
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Collaborative Scenario Sharing Enables sharing modeled tax scenarios with clients or team members. |
No information available | |
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Historical Scenario Review Allows comparison of past plan recommendations with current scenarios. |
No information available | |
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Sensitivity Analysis Assesses how sensitive outcomes are to changes in tax assumptions. |
No information available |
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Account Aggregation Aggregates data from multiple financial accounts (brokerage, retirement, bank, etc.). |
Orion aggregates account data from multiple custodians/accounts as a core function. | |
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API Integration Offers programmable interfaces for connecting to other software systems. |
API integration is referenced for data import/export and for custom connections. | |
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Direct Custodian Connectivity Connects directly to custodians for real-time client data. |
Direct custodian connectivity is a standard function for Orion via integration partners. | |
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CRM Integration Integrates with advisor CRM systems for seamless workflow. |
CRM integration, specifically with Redtail, Salesforce, and others, is documented for Orion. | |
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File Import/Export Capabilities Supports importing and exporting of client and investment data files. |
Orion supports bulk file import/export functionality. | |
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Data Refresh Frequency How often external account or position data are refreshed. |
No information available | |
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Custom Data Mapping Allows mapping of external data fields to internal software fields. |
No information available | |
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Audit Trail of Data Changes Maintains records of data updates for compliance. |
Orion retains an audit trail of data changes for compliance. | |
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Cloud Data Storage Stores data in the cloud for remote access and backup. |
Platform is cloud-based; primary data storage is on managed cloud infrastructure. | |
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Real-Time Syncing Data synchronizes in real time with other platform elements. |
No information available |
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Automated Tax Form Generation Creates electronic or printable versions of required tax forms (e.g., 1099, Schedule D). |
No information available | |
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Capital Gains and Income Reporting Summarizes annual capital gains, losses, and income by account or tax lot. |
Annual gain/loss reporting by account and security is a standard function. | |
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Compliance Rule Updates Automatically updates for new federal and state tax law changes. |
Orion touts ongoing compliance rule and regulatory updates. | |
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Error Checking & Reconciliation Provides automated checks for inconsistencies or compliance errors. |
No information available | |
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Tax Filing Export Exports data for use with tax filing software or professionals. |
Data can be exported for use with tax software (e.g. exporting realized gains/losses). | |
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Document Retention Management Supports secure storage and retention of tax documents per regulations. |
No information available | |
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Client Tax Summary Reports Generates summary reports of client tax positions for review. |
Client-facing reports include tax summaries, per marketing materials. | |
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State and Local Tax Calculations Supports compliance for all relevant state and local tax rules. |
No information available | |
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Amended Returns Support Supports creation of amendments to prior-year tax returns. |
No information available | |
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Regulatory Change Alerts Notifies users of significant changes in tax law or filing requirements. |
No information available |
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Dashboard Customization Users can configure dashboards to suit their workflow and preferences. |
User dashboard/configuration described in Orion Tax Optimizer documentation. | |
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Mobile Access Accessible via mobile devices or dedicated mobile apps. |
Web application is accessible on mobile and tablet devices. | |
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Guided Workflows Step-by-step walkthroughs for common tax planning processes. |
No information available | |
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Multi-language Support User interface available in multiple languages. |
No information available | |
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Accessibility Features Tools for visually impaired or other accessibility needs. |
No information available | |
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Search and Filter Functions Easily search for and filter clients, accounts, or transactions. |
Product interface includes robust search and filtering for clients, accounts, and transactions. | |
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Customizable Reports Users can build and customize their own reports. |
Users can configure and customize reports. | |
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Bulk Edit and Batch Actions Ability to apply changes across multiple clients or portfolios at once. |
No information available | |
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Real-time Help and Guidance Integrated documentation or chat support for immediate assistance. |
No information available | |
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Client Portal Dedicated portal for clients to view their tax planning results and reports. |
Client reports and portals can be set up for tax reporting and visibility. |
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Secure Document Sharing Share sensitive files securely between advisor and client. |
Orion platform includes secure document vault and sharing functions. | |
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Commenting and Annotations Leave comments and notes directly on reports or scenarios. |
No information available | |
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E-signature Integration Collect required signatures within the platform. |
No information available | |
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Meeting Scheduler Built-in tools for scheduling tax review meetings. |
No information available | |
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Customizable Email Templates Create templates for standardized client communications. |
No information available | |
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Alerts & Notifications Configurable email or in-app tax deadline reminders. |
Orion tax tools generate customizable notifications for advisors and clients. | |
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Interactive Plan Visualizations Tools for interactive presentation of tax planning outcomes. |
No information available | |
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Shared To-do Lists Collaborative task lists between advisor and client |
No information available | |
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Document Upload by Clients Clients can upload documents securely to the advisor platform. |
Clients can upload documents directly to their advisor's portal. | |
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Client Feedback Mechanism Enable clients to provide feedback within the portal. |
No information available |
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Multi-factor Authentication Requires multiple authentication methods for system access. |
Multi-factor authentication is required for Orion platform access as per service agreement and security documentation. | |
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End-to-End Encryption Encrypts data at rest and in transit across the system. |
End-to-end encryption at rest and in transit is stated in compliance documentation. | |
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User Access Controls Granular permissions for managing roles and privileges. |
Granular user roles and permissioning are outlined in platform admin tools. | |
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Regular Security Audits Platform is audited for security vulnerabilities on a regular basis. |
Regular third-party audits are referenced in Orion's Trust Center documentation. | |
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SOC 2 or Similar Certifications Holds third-party security and data handling certifications. |
SOC 2 Type II certified, per Orion Trust Center. | |
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Data Residency/Localization Support for storing data in required jurisdictions. |
No information available | |
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Data Retention Settings Customizable retention periods for sensitive client data. |
No information available | |
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Automatic Session Timeouts Automatically logs out users after inactivity. |
Automatic logging out after inactivity is a user-configurable security setting. | |
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Audit Logging Monitors access and action history for compliance purposes. |
Audit logs are maintained for all data and user activity. | |
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Incident Response Plan Comprehensive documented plan for responding to security incidents. |
Orion maintains written incident response and business continuity policies. |
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Custom Report Builder Allows users to build bespoke reports with selected fields and filters. |
Custom report builder is shown in analytics/reporting interface. | |
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Scheduled Report Delivery Supports automated generation and delivery of reports on a schedule. |
Reports can be scheduled for automated delivery. | |
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Benchmark Comparison Tools Compares client portfolios and tax outcomes to relevant benchmarks. |
No information available | |
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Aggregation of Analytics Across Clients View tax metrics and performance in aggregate across client base. |
No information available | |
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Export to PDF/CSV/XLS Export all reports and analytics to common file formats. |
Export functions for PDF, CSV, XLS files are available in multiple reports. | |
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Drill-down Analysis View detailed analytics down to transaction or tax lot level. |
Drill-down analytics is part of transaction/trade review screens. | |
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Historic Reporting Archive Maintains an archive of past analytics and reports. |
No information available | |
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Tax-Efficiency Metrics Specific metrics measuring portfolio tax efficiency over time. |
Tax efficiency metrics included in reporting set. | |
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Custom KPI Dashboards Key performance indicators dashboards are configurable per user. |
KPIs/dashboard customization available in platform. | |
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Visualizations & Charts Suite of charting tools for tax and portfolio analytics. |
Visualizations and analytics charts are core client- and advisor-facing features. |
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Onboarding Assistance Personalized onboarding for new users and firms. |
No information available | |
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Knowledge Base Access Comprehensive online documentation and FAQs. |
Online knowledge base and help resources available for Orion products. | |
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Live Chat Support Immediate in-platform chat for tech and strategic support. |
Live chat support advertised as part of customer support package. | |
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Phone and Email Support Multiple support channels including phone and email. |
Supports phone and email support for all users. | |
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Webinars and Training Resources Regular online events and resources for training. |
Webinars and on-demand training resources are offered regularly. | |
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Dedicated Customer Success Manager Assigns a point of contact for account success and troubleshooting. |
Customer success managers are assigned to enterprise users. | |
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Community Forums Access to online discussion boards or peer support. |
No information available | |
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Feature Request Feedback Loop Clients can request new features and track implementation. |
No information available | |
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Context-Sensitive Help In-software help that adapts to current screen/function. |
No information available | |
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Training Certification Programs Offers formal certification for product proficiency. |
No information available |
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