Purpose: This guide explains how to retrieve account sleeve information for a list of registration IDs using the OC application. It helps streamline the process of fetching sleeve data for…
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This article outlines how to sleeve and un-sleeve accounts using the following API endpoint: [POST] https://api.orionadvisor.com/api/v1/Trading/Sleeve/Registrations/Action/Process Utilizing this API allows users to: Creating New Sleeved Accounts When creating new sleeves,…
When updating multiple Sleeve Registrations, our batch workflow is faster and more scalable. This allows you to update multiple registrations at once, rather than sending a significant number of calls…
Purpose: To instantiate a rebalance trade, which will create a rebalance instances with the proposed trades, ready for review and execution. This will cover these rebalance trade types. Normal Rebalance…
Purpose: Sleeving registrations allows a single custodian account to be split into sub-accounts, which can then be assigned to different strategies. Orion’s sleeve features will automatically divide activity among the…
Purpose: For firms that have a platform to generate their own trades, this guide provides instructions for submitting these trades through Orion’s Trade Order Management platform for trade execution. Simple…