Case Study: Silver Oak Securities drives broker-dealer growth with Orion Advisor Tech

How Integrated Technology Enables Broker-Dealer Growth

Silver Oak Securities, an independent broker-dealer and RIA, sought more flexible and customizable technology to support its growth and shift towards institutional wealth management. Their custodian-provided systems were manual and limited their ability to offer high-level service. Seeking improvements in trading, reporting, and the digital client experience, they turned to the integrated technology platform from Orion Advisor Tech.

By implementing Orion's solutions, Silver Oak gained a robust, integrated technology stack. The platform streamlined trading with cost-efficient model management, enhanced reporting with consolidated, branded statements, and improved the digital client experience through seamless integrations. This resulted in significant growth for Silver Oak, including a 38% year-over-year AUM increase, advisor growth from 29 to 43, and a 20%+ rise in advisory fees billed, all powered by Orion Advisor Tech.

Silver Oak Securities

Billy Hopkins

owner