Our Case Studies

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

LVc 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. LVc Consulting provided expert, flexible solutions that enhanced their efficiency and growth.

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