Orion announces enhancements to Brinker Capital Destinations Trust, aimed at improving efficiency, reducing transaction costs, and enhancing investor experience.
The enhancements incorporate advanced tools from ReFlow, a redemption management solutions provider, to minimize cash drag, reduce transaction costs, and mitigate taxable events.
Orion's commitment to modernizing mutual funds while preserving their advantages reflects in these improvements.
These enhancements support Orion's broader effort to provide transformative tools for financial advisors to streamline operations and strengthen the client experience.