Orion Trading, With Confidence
Expert Orion Trading platform consulting for RIAs
Orion's trading technology is robust, so it's easy to feel like there's something you might be missing even after months or years in the platform. With deep expertise in Orion portfolio accounting methodology and trading tech, we work with leading advisory and trading teams to solve difficult problems that hinder confidence in the platform. If you are looking for a consultative approach to solving challenges that your team is facing with Strategies and Models, Data Integrity, Portfolio Setup, Cash Management, Orion UMA (sleeves), FIX Order Execution, or Trade Logic, we can help.
Looking for something else? Please contact us so we can talk through your need and determine if we can help you.
Put your Orion Trading launch in the hands of an expert who can speak your language regardless of if your team is a new wirehouse breakaway, affiliated with an independent broker-dealer, or is an established RIA. With experience on well over one hundred platform implementations including several for top 25 Barron's RIAs and a large national broker-dealer, we translate your needs into concrete processes while thoroughly educating the team members who will be executing daily trading. Our proven process yields a top notch outcome with increased profitibility through reduced risk and heightened efficiency.
Ongoing Support
Custom Software Development
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Data and AI
Content Assistance
Email & Domain Setup
Maintenance & Support
Business Consultation
At Kopsa Solutions, our mission is to simplify the complex world of trading systems for financial advisors. We help RIAs and breakaway advisors confidently implement and manage Orion platforms — especially Eclipse — with clarity, strategy, and long-term support.
Frequently Asked
Questions
We primarily serve Registered Investment Advisors (RIAs) and breakaway advisors transitioning from large broker-dealer firms such as Commonwealth, Cetera, and LPL. Whether you’re setting up your own RIA for the first time or looking to optimize your current trading tech, Kopsa Solutions is built to support independent advisors like you.
Yes — our core expertise is in Orion Advisor Technology, specifically the Eclipse platform. We provide hands-on guidance in setup, customization, trading workflows, and rebalancing features. By narrowing our focus to this ecosystem, we’re able to offer deep, specialized support instead of general tech advice.
Definitely. Many of our clients don’t have a strong technical background — and they don’t need to. We break down complex systems into clear, actionable steps and work alongside you to ensure everything runs smoothly. Our goal is to make your technology work for you, not the other way around.
Implementation refers to the initial setup — configuring your Orion Eclipse environment, customizing workflows, and training you or your team on how to use it. Ongoing support includes periodic reviews, troubleshooting, adjustments based on your changing needs, and proactive suggestions to keep your systems optimized over time.
Getting started is simple. Just click the “Let’s Work Together” button and fill out the short form. Once we receive your submission, we’ll contact you via email to schedule a free discovery call. During that session, we’ll learn more about your goals and determine the best way we can help.
Ready to make Orion trading technology work for you?
Let’s talk about how Kopsa Solutions can support your team.
