Create the Building Blocks for Scale with Customizable Technology

BAM Advisor Services utilizes Orion’s technology platform to provide integrated services, flexible reporting, and customized support for more than 130 independent wealth management firms and $33 billion in assets under administration.

Download this case study to see first hand how BAM Advisor Services uses Orion’s technology to:

  • Evolve its user experience and create a more useful client-side experience

  • Offer greater customization of support to its more than 20 offices around the country

  • Integrate additional portfolio accounting data into Orion using expertise from Orion’s experienced staff

  • Adapt to the rapid pace of technology change that its partner firms require for advisor-facing and client-facing elements of support