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Orion Services

Elk Ridge Financial Services is your go to for Orion customization.

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We have been using the Orion system since 2010 and have experience across the platform. Are you transitioning to the Eclipse trading platform? We can complete your transition from start to finish. Currently working in Eclipse but need the system to be more efficient? We can help. Need help with statements, billing or reporting? We have the experience you need to get the job done. Moving to sleeve-based allocations? We will do the work for you.

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We currently provide solutions for our clients in the following areas:

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Trading

Statements

Account Rebalancing

New Account Setup

Modeling

Reporting

Performance Reporting

Data Reconcilliation

Tax-Loss Harvesting

Billing

Eclipse

Sleeves

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