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 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.
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.
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.
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.
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!
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.
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:
Results
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.
We love our customers, so feel free to visit during normal business 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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