Trading.
Without the Trading Software Nightmare.
Your advisors want to rebalance portfolios and submit trades. Your trading platform wants them to become software engineers first.
Skip the complexity. Get to the trade.
- The Problem
Your Trading Platform
Wasn't Built for Advisors
Advisor needs to rebalance 12 accounts.
Logs into trading system. 47 buttons. 23 drop-downs. Zero intuition about what anything does.
20 minutes later:
Still trying to figure out how to submit a simple allocation change.
Client calls:
“When will my rebalancing be done?” Advisor has no idea.
Your trading platform is a barrier, not a bridge.
- What's Actually Broken
Complexity That Kills Productivity
Interface Insanity
Trading platforms built for traders, forced on advisors. Everything requires three clicks and a PhD.
Validation Voodoo
System rejects trades for mysterious reasons. No clear explanation. No guidance on how to fix it.
Status Blackouts
Trade submitted. Then what? No visibility. No updates. No confidence.
Error Explosion
One mistake breaks everything. Start over. Hope for better luck next time.
Your advisors avoid trading because trading software is terrible.
- What We Fix
Trading That Actually
Works for Advisors
Simplified Interface
Clean, intuitive design that makes sense to advisors. Submit trades without a manual.
Smart Validations
System checks everything before submission. Clear error messages with actionable fixes.
Real-Time Visibility
See your trades from submission to settlement. Know exactly what’s happening when.
Integration Intelligence
Works with your existing trading platform while hiding the complexity.
What You Get
Unified Trading Dashboard
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View all trades, allocations & restrictions in one place
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Clean interface designed for advisors, not traders
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Real-time status updates from submission to settlement
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Complete trade history & audit trail
Model Management
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Direct connection to Orion's trading platform
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Leverage institutional-grade trade execution
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Automatic trade routing & optimization
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Real-time market data & pricing
Smart Validations
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Auto-checks for trade timing & market holidays
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100% allocation validation before submission
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Unsettled trade detection & warnings
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Custom restriction enforcement & flagging
New Funding Intelligence
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Real-time alerts when deposits hit accounts
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Automatic cash deployment based on models
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Exception handling for unusual deposits
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Integration with custodial cash management
FIX Trading Integration
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Direct connection to Orion's trading platform
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Leverage institutional-grade trade execution
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Automatic trade routing & optimization
-
Real-time market data & pricing
The Transformation
- Before Trading Overlay
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Simple trade = 20 minutes of software wrestling
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Trade status = "I think it went through"
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Error handling = start over & pray
-
Advisor confidence = zero
- After Trading Overlay
Simple trade
click, validate, submit
Trade status
real-time visibility throughout
Error handling
clear guidance & quick fixes
Advisor confidence
total
Real Results
Finally, someone is leveling up the data experience for advisors. What Milemarker™ is doing has been long overdue in the wealth management industry.
Torie Happe
Holistiplan Head of Partnerships
75%
reduction in trade submission time
90%
fewer trade errors and rejections
100%
visibility into trade status & progress
Zero
advisor training required
Integration Power
Orion Eclipse Integration
Direct FIX connection for institutional-grade execution. Your trades, their infrastructure.
Custodial Connectivity
Real-time account data and cash positions. Trade with complete information.
Portfolio System Sync
Updates flow back to your portfolio management system automatically.
CRM Integration
Trade activity appears in client records. Complete relationship view.
Built For
Real Trading
Bulk Operations
Rebalance entire advisor books with a few clicks. Scale trading operations without adding complexity.
Exception Management
Handle unusual situations with clear workflows. Complex trades don’t break the system.
Custom Rules Engine
Built-in trade timing, holiday calendars, and ticker restrictions. Your rules, automatically enforced.
Audit Everything
Track every change by user, account, and timestamp. Complete regulatory trail for every trade.
Access Controls
Advisors only see models they’re approved to use. Compliance built into every interaction.
Ready to Simplify Trading?
Watch advisors submit trades without the complexity.
30 minutes to see how overlay works with your current platform.
Stop forcing advisors to become software experts.
Stop losing productivity to interface complexity.
Stop avoiding trades because the system is too hard.
Why This Matters
Trading platforms are tools. Your advisors shouldn’t need tool training to serve clients.