Eclipse Trading Series: Foundations and Setup
Getting started with Eclipse trading isn’t about jumping straight into trades — it’s about building the right foundation.
In Part 1 of Orion’s Eclipse Trading Series, we walk through the essential setup, structure, and system logic that powers how Eclipse works — so you can confidently move from setup to execution.
This session covers how data flows from Orion into Eclipse, how accounts and tax status impact trading logic, and how to properly configure users, teams, and roles to control access and workflows across your firm.
If you’re new to Eclipse — or want to ensure your system is set up correctly before trading — this is where to start.
👉 Want the full walkthrough, including live demos of dashboards, workflows, and trading views?
Register here to unlock the complete session: https://oriontechcrosssell.wistia.com...
Key Takeaways
-How securities, classifications, and asset data sync from Orion into Eclipse
-Why account registration types determine tax treatment and trading behavior
-The critical checklist to ensure accounts are visible and tradable in Eclipse
-How to properly set up users, teams, and roles to control access and permissions
-The difference between what users can see (teams) vs. what they can do (roles)
-Best practices for managing books of business and organizing trading access across your firm
What You’ll Learn
-How to prepare your Eclipse environment before executing trades
-How to avoid common setup issues that can prevent accounts from being traded
-How to structure permissions and teams for scalable trading operations
-How Eclipse uses account data to power tax-aware trading decisions
Who This Is For
Financial advisors getting started with Eclipse
Trading and operations teams responsible for portfolio execution
Firm leaders implementing Eclipse across multiple users or teams
Anyone looking to improve trading workflows and system setup within Orion
Series Overview
This is Part 1 of a 6-part Eclipse Trading Series designed to take you from initial setup through trade execution and advanced workflows.
Next Step
This preview covers the foundation — but the real value comes when you see Eclipse in action.
👉 Register now to access the full session and see:
Live platform walkthrough
Dashboard customization
Trading views and workflows
Practical, day-to-day usage
https://oriontechcrosssell.wistia.com...
Topics covered: Eclipse trading setup, Orion Eclipse tutorial, portfolio trading workflows, financial advisor trading technology, portfolio management systems, tax-aware trading, trading permissions and roles, Eclipse dashboards, Orion trading platform training