Case Study: Altfest Personal Wealth Management achieves streamlined operations and major time savings with Orion Advisor Tech

Driving Firm Growth with Superior Service and Streamlined Operations

Altfest Personal Wealth Management, a New York-based fee-only RIA founded in 1983, needed a more robust technology partner to support its growing client base and highly customized reporting needs. Using its previous system meant manual daily data entry, slow report production, and major headaches when exceptions like reverse stock splits occurred.

Altfest chose Orion Advisor Tech in 2019 and implemented its reporting, batch performance, billing, RMD dashboard, and client portal workflows to streamline operations and improve service. Orion helped automate data reconciliation, customize recurring reports, and speed up distribution, saving the firm 240 hours in data recon, 520 hours in client report creation, 260 hours in quarterly reporting, and 80 hours in billing annually, while also helping close new business and boost morale.

Altfest Personal Wealth Management

Dave Kaplan

PMP and Operations Manager