Case Study: BAM Advisor Services achieves scalable, efficient wealth management technology with Orion Advisor Tech

Offering a Scalable and Efficient Platform for a Billion Dollar Firm

BAM Advisor Services, a turnkey wealth management partner supporting over 130 independent firms, faced a challenge with its in-house technology platform. Their custom-built system was slow to innovate, difficult to integrate with third-party tools, and lacked the scalability needed to support their growing network of partner firms. This build (versus buy) approach was limiting their growth and their ability to meet the high technology expectations of potential new partners, prompting them to seek a vendor solution. They partnered with Orion Advisor Tech for its comprehensive suite of technology services.

By implementing Orion's platform, BAM gained a scalable, flexible, and integrated technology hub that could be customized for its diverse firms. This solution from Orion Advisor Tech delivered several results: it streamlined the data migration process for new firms joining the alliance, enabled greater customization of client reporting, and provided a more robust foundation for future growth. The partnership freed BAM's internal resources, allowing them to focus on core competencies while relying on Orion's expertise for technology integration and innovation.

BAM Advisor Services

Adam Birenbaum

Chief Executive Officer