Our Services
Project Based Services
Orion Conversions & Implementations
Full-service conversions and implementations to integrate Orion seamlessly with your systems, covering database migration, workflow customization, performance comparisons, billing comparisons 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
Custom, branded reports designed to meet client needs, track key metrics, and deliver visually appealing presentations.
Redtail CRM Setup
Customized Redtail implementation, with workflows, templates, and activity tracking to improve client communication and efficiency.
Tech Stack Analysis
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.
Ongoing Support
Outsourced Operations Management
Your full-service partner for Orion operations, covering everything from trading to billing, data analysis, and reporting.
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.
Our Goal
Our goal at LVc Consulting is to enhance your trading and 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
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
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
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.