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BAM Advisor Services Selects Orion as Exclusive Portfolio Accounting Software for RIAs

ST. LOUIS, MO and OMAHA, NE--(Marketwired - October 19, 2016) -

  • All BAM ALLIANCE member firms will now have access to Orion's leading client reporting software capabilities;
  • Streamlined functionality allows advisors to reallocate time toward revenue-generating activities and building client relationships

BAM Advisor Services, a turnkey asset manager provider for Registered Investment Advisor firms, today announced a partnership with Orion Advisor Services, the industry leader in portfolio accounting software.

By selecting Orion as its exclusive portfolio accounting software, BAM Advisor Services now provides all of its member firms, known collectively as The BAM ALLIANCE, with access to one of the most customizable accounting and rebalancing solutions available for RIAs. Orion's technology enables advisors to streamline the client reporting process, resulting in a considerable amount of time saved, allowing them to focus on revenue-generating activities and building client relationships

"We sought a partner that could help us build a leading, comprehensive wealth management platform for who we believe are the best advisors in the industry -- helping them focus on being great at planning, relationships and helping more people," says Jeff Remming, president of BAM Advisor Services. "Orion was the best fit for our business as it gives us the flexibility we need to build out that platform for our clients. The open access to APIs as well as current and future partner integrations was a big factor in our selection as they ensure we can control the evolution of our platform. We really found a way to control the holistic client experience without having to control all its parts, and allowing Orion to be the backbone and key integration point for our platform."

The BAM ALLIANCE community now includes more than 140 likeminded independent wealth management firms throughout the United States, serving more than 15,500 clients and their families. As part of this new partnership, BAM advisors will be equipped with an Orion Connect client portal, which allows easy access to client activity and integrates seamlessly with roughly 30 of the industry's leading technology providers -- giving advisors a customized view of all client assets.

"At Orion, we like to say 'when you've met one advisor, you've met one advisor,'" said Eric Clarke, CEO of Orion Advisor Services. "We've developed our technology to speak to the unique needs of each and every advisor -- a philosophy that rings true at BAM as well. We're extremely excited for this partnership and look forward to serving BAM's team of talented and dedicated fiduciaries."

For more details, please visit www.orionadvisor.com. For media inquiries, contact [email protected].

About BAM Advisor Services

BAM Advisor Services is a turnkey asset manager provider for Registered Investment Advisor firms across the United States. Founded in 1997 as an outgrowth of Buckingham, BAM Advisor Services provides its partner firms, known collectively as The BAM ALLIANCE, with comprehensive wealth management solutions and support. Member firms share a fiduciary pledge to act in their clients' best interests, helping investors and their families take control of their financial futures. The BAM ALLIANCE community now includes more than 140 like-minded independent wealth management firms throughout the United States. BAM ALLIANCE member firms currently serve more than 15,500 clients and their families.

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 900 advisory firms with total assets under administration in excess of $335 billion, from more than 1,415,000 individual accounts.

For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor

Adam Gerber
Ficomm Partners LLC
[email protected]
(917) 636-4807

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