Ashley Morgan Wingfield
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Melissa McCune and
Benjamin Rawlings are now friends 9 years, 6 months ago
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Brad Corrigan and
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Becca Sarratt and
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Melissa McCune and
Jared Jollensten are now friends 9 years, 6 months ago
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Becca Sarratt and
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Brad Corrigan and
Jennifer Kunz are now friends 9 years, 6 months ago
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Becca Sarratt and
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Melissa McCune and
Erin Warner are now friends 9 years, 6 months ago -
Becca Sarratt and
Samantha Brown are now friends 9 years, 6 months ago
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Danny Brown replied to the topic Key Apps to Know in Implementation – What was crucial to your success? in the forum Onboarding 9 years, 6 months ago
The two apps that I consider critical to an advisor’s success in Orion are the Portfolio Audit app and the Ascent app.
Portfolio Audit – This app allows you to access a wealth of information and make key changes to your clients accounts and information in the system. Nearly everything in this app impacts other areas of Orion Connect and pulls…[Read more]
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Danny Brown started the topic Can I Reach Out to ____ Team? in the forum Onboarding 9 years, 6 months ago
The only prerequisite to reaching out to Orion’s various Subject Matter Expert Teams (SME) is to go through that team’s Ascent training. The Ascent Training will start with several basics revolving around specific apps and their functions which, once completed, will give you a better understanding of the tools that Orion has available to you.…[Read more]
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Becca Sarratt replied to the topic Alternatives in the forum Reporting 9 years, 6 months ago
TEST
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Melissa McCune and
Michelle Pachunka are now friends 9 years, 6 months ago -
Becca Sarratt and
Michelle Pachunka are now friends 9 years, 6 months ago -
Becca Sarratt and
Joy Donaldson are now friends 9 years, 6 months ago
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Becca Sarratt and
Ryan Deprez are now friends 9 years, 6 months ago -
Melissa McCune and
Renee Fast are now friends 9 years, 6 months ago -
Jeff Kliewer and
Renee Fast are now friends 9 years, 6 months ago -
Jeff Kliewer and
Andrea Gibb are now friends 9 years, 6 months ago -
Brad Corrigan and
Jim Anderson are now friends 9 years, 6 months ago - Load More
