ORION CONSULTING
In an era of rapid digital transformation, Bristal Lane bridges the gap between complex financial technology and high-performance advisory operations. We specialize in empowering RIAs, Broker-Dealers, and TAMPs to modernize their infrastructure, mitigate risk, and achieve sustainable scale.
Drive operational excellence with our premier financial services consulting, specializing in deep, real-world optimization of the Orion platform. We replace manual workarounds with scalable, controlled workflows, backed by expert change management and a flexible, dedicated resourcing model to ensure lasting adoption and strategic growth.
Key Services:
- Orion Platform & Tech: Expert implementation, optimization, and process redesign to drive efficiency.
- Financial Expertise: Compliance and operational support tailored for RIAs and broker-dealers.
- Change Management: Robust training and stakeholder alignment to maximize technology ROI.
- Flexible Resourcing: Dedicated, expert teams focused on your business goals.
Our Process: From Strategy to Scalability
We follow a phased methodology designed to minimize disruption while maximizing technology ROI.
RESEARCH ASSESSMENT
- Assess current Orion usage and the workflows built around it
- Interviews with Operations, Compliance, Trading, Technology, and a sample of advisory teams
- Documentation of current-state processes—including manual steps and workarounds
ASSESSMENT SCOPE
Orion & Connected Tech Ecosystem
- Orion Tools
- Connected Systems
- Data Flows
FINDINGS REPORT
- Process inefficiencies
- GAP analysis
- Recommended process/system changes to improve efficiency and scalability
- Option to assist in implementing recommended improvements after the report is delivered
OPTIMIZATION, DESIGN & EXECUTION
- Leveraging deep Orion Advisor Tech experience, we replace fragmented systems with a unified digital hub for portfolio accounting, trading, and reporting.
- We drive firm-wide success through role-based training and stakeholder alignment, ensuring every team member is empowered to use the platform to its full potential.
- A dedicated consultant oversees your project, providing a single point of accountability supported by a team of technical and operational specialists.
Ready to get started?
Schedule a meeting? Contact Us to discuss your goals.