Orion’s trading platform has given Silver Oak the edge it needs to remain true to its goal of remaining price-competitive. As a general trend, Hopkins sees many advisors moving from third-party money managers to more holistic portfolio solutions, which benefits his firm. Download this Case Study to read their story!
BAM Advisor Services utilizes Orion’s technology platform to provide integrated services, flexible reporting, and customized support for more than 130 independent wealth management firms and $33 billion in assets under administration. Download this case study to see first hand how BAM Advisor Services uses Orion’s technology to scale their business.
As Orion became cloud-based and offered additional capabilities, Potomac Fund Management moved their trading from their custodian, to Orion. This newly offered trading tool provided a streamlined way for Potomac to manage their seven managed account investment strategies, and cut their trading time by 50 percent.