BAM Advisor Services is a turnkey wealth management partner focused on advancing business for more than 130 independent wealth management firms. For a time, they pursued a technology strategy of "build" rather than "buy", however the limitations of this approach and the need to have a more adaptable and agile technology platform caused management to question this approach. Additional challenges included capacity and running an on-site server which created limits on growth and rising expectations from clients. 

In response, BAM Advisor Services decided to make a strategic shift in its approach to technology support by deciding to partner with Orion Advisor Tech. See how Orion delivered a comprehensive suite of solutions to serve as the hub of BAM's platform in this case study. 

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About Orion:
Orion was built by financial advisors, for financial advisors. The wealth management market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution themselves. Orion understands the frustrations financial advisors have to work through, because they have experienced them as well. Orion’s complete yet modular offering empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.

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