Who We Are
Lisa Valentine, Founder and CEO
Lisa Valentine has worked in the Financial Services Industry since 1999 and has been a strategic consultant since 2012.
Lisa specializes in assisting firms with their Orion Advisor Tech, from conversion and implementation, to data analysis and best practices. Lisa is also available for singular, Orion-related projects.
She began her career as a Margin Specialist with J.C. Bradford & Co., a Nashville, TN based brokerage firm, and went on to join a Registered Investment Advisor, where she stayed for 8 years and held the position of Portfolio Operations Manager.
Lisa holds a B.S. Degree (magna cum laude) from Middle Tennessee State University.
Candy Chrisman, President
Candy has worked in the Financial Services Industry since 1987 and has been a strategic consultant with Lisa Valentine Consulting since 2021.
Candy assists firms with their Orion Advisor Tech conversions, Redtail set up, Compliance tools, Ongoing Maintenance, Billing, and Reporting. She also trains firm personnel with an emphasis on best practices and improving efficiency.
Candy began her career in banking and most recently held the title of Head of Operations and CCO at an RIA in Memphis, TN where she stayed for 22 years.
Orion Advisor Tech Consultants
At Lisa Valentine Consulting, our team of consultants brings decades of experience in delivering tailored Orion Advisor Tech solutions. Our experts have a deep understanding of the complexities and nuances of the financial services industry, and they leverage their extensive knowledge to help Registered Investment Advisors (RIAs) optimize their operations. With a proven track record of solving the toughest challenges, our consultants are dedicated to ensuring that our clients fully harness the power of Orion Advisor Tech to achieve their business goals and exceed client expectations.
Our team of consultants are recognized by Orion as a trusted, go-to resource to efficiently and quickly solve the hardest problems with Orion Advisor Tech implementations and operational execution, ensuring seamless integration, optimized performance, and tailored solutions that drive client success.
What We Do
Project-Based Services
- Orion Conversions & Implementations: Full-service conversions and implementations to integrate Orion seamlessly with your systems, covering database migration, workflow customization, and setup.
- Eclipse Implementation & Support: Expert support for Orion’s Eclipse trading platform, including rebalancing, tax optimization, and workflow customization to maximize platform efficiency.
- Custom Reporting Solutions: Tailored reports to meet compliance needs, track key metrics, and provide actionable insights through mock billing, performance auditing, and live comparisons.
- Redtail CRM Setup: Customized Redtail implementation, with workflows, templates, and activity tracking to improve client communication and efficiency.
- Tech Stack Analysis (NEW): Comprehensive review of your technology stack to enhance integration, eliminate redundancy, and optimize overall performance.
- Workflow Documentation: Custom workflows to improve business continuity, standardize processes, and ensure efficient operations.
- MCL Creation: Model Composition Library (MCL) setup to streamline portfolio management and align with client goals and compliance needs.
Ongoing Support
- Outsourced Operations Management: Your full-service partner for Orion operations, covering everything from trading to billing, data analysis, and compliance.
- Continuous Support & Maintenance: Regular system updates, troubleshooting, and performance checks to keep your operations smooth and compliant.
- Training & Development: Customized training for new and existing staff, ensuring maximum proficiency in Orion tools.
- Process Optimization: Identify and streamline bottlenecks in billing, reporting, and reconciliation for a more efficient workflow.
- Data Analysis: In-depth transaction and performance analysis to support informed decision-making and identify growth opportunities.
- Orion Liaison Services: Acting as your direct link with Orion, ensuring fast resolution of issues and effective implementation of new features.
Questions We Will Ask
1. What are the main pain points you are facing with your operations software suite?
- Typical Pain Points: Integrations, data inconsistencies, and inefficiencies.
- How LVc Helps: We resolve these with Tech Stack Analysis and Workflow Optimization, ensuring seamless, compliant operations.
2. What are your top priorities for leveraging your operations software suite in the next year?
- Common Priorities: Enhancing client service, improving reporting accuracy, and increasing automation.
- How LVc Helps: Our Custom Reporting Solutions, Process Optimization, and Eclipse Support align with your goals for efficiency and growth.
3. How do you define success when it comes to your firm's use of technology?
- Key Success Metrics: Efficient onboarding, reliable reporting, and high client satisfaction.
- How LVc Helps: Our Operations Management and Training services ensure that your technology drives productivity, compliance, and a better client experience.
4. What features or functionalities of your operations software suite do your clients ask for that you struggle to implement?
- Common Challenges: Advanced reporting, automated rebalancing, and CRM integration.
- How LVc Helps: With our expertise in Custom Reporting, Eclipse, and Redtail CRM setup, we help you deliver the features your clients value most.
Our Goal
Our goal at Lisa Valentine Consulting is to enhance your portfolio accounting capabilities and empower your firm with the right tools, data, and insights to not only meet but exceed the expectations of your management and clients. By leveraging the full potential of Orion Advisor Tech's comprehensive suite of cloud-based solutions, we will help you drive your business growth and maximize revenue, ensuring that your firm stays ahead in an ever-evolving financial landscape.
Testimonials
Randy Lambert, COO, Orion Advisor Tech
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Lisa is one of Orion’s go-to consultants. She has been brought in on over 50 projects, some of them Orion’s most complex. And after 8 years of partnership, Orion knows she will deliver and help clients cross the finish line.
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Lisa is an exceptional professional that gets the job done. She has an abundance of experience, knowledge, and capabilities. Her project management skills are top notch. I have engaged her services numerous times. I would hire Valentine anytime. She is a lifesaver!
Kris Bentzen, President, Paradigm Strategies in Wealth Management
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Kris Bentzen, President, Paradigm Strategies in Wealth Management
Lisa was an invaluable resource when we did our onboarding with Orion, and her consulting firm has been amazing to work with for Ongoing Support over the last several years.
Case Study
Cutting Costs and Enhancing Efficiency
Client Overview
A mid-sized RIA firm recently lost its operations manager and was facing rising operational costs, especially in managing the Orion Advisor Tech suite. They needed a cost-effective way to streamline operations without compromising client service.
Challenge
The firm was under pressure to reduce costs related to maintaining in-house staff for managing software, particularly Orion’s Eclipse trading platform, reporting, and CRM systems. They wanted to stay focused on their core business—advising clients and managing portfolios—without being bogged down by tech management.
Solution
Lisa Valentine Consulting stepped in to manage their Orion software suite, providing:
- Data Reporting: Streamlining for accuracy and efficiency.
- Billing Management: Reducing errors and improving timeliness.
- Transaction Reconciliation: Ensuring precise, accurate record-keeping.
- Software Integrations: Managing updates and reducing downtime.
Results
- Cost Savings: Reduced expenses from full-time staff.
- Focus: More time for advisors to engage with clients, boosting satisfaction and AUM.
- Expert Support: Quick resolution of software issues, preventing costly delays.
- Scalability: Flexibility to adjust staffing needs based on workload.
Conclusion
By outsourcing their Orion software management, the firm cut costs, streamlined operations, and focused on delivering top-notch financial advice. Lisa Valentine Consulting provided expert, flexible solutions that enhanced their efficiency and growth.
Contact Us Below or at info@lvcconsulting.net
Better yet, see us in person!
We love our customers, so feel free to visit during normal business hours.
LVc Consulting
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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