Barbara Buquing

What are they?

The Goals Dashboard in Trends gives you the ability to set monthly goals for your firm for the following options:

• # New Accounts from New Clients
• # New Clients
• AUM
• AUM from New Clients
• Billed Amount
• Management Fees

Setting Goals

Run Data Query ID 15428: Generate Goals to set firm goals. All goals entered will…[Read more]

Quarter End is coming to a close. If you use our Print Vendor, there is an easy way to check the status of your printed statements!

Go to the Report Batches app in Orion and in the Actions dropdown select View Quantum Jobs. This will allow you to see the date your file was received, the status, and when it was last updated.

Please reach out to…[Read more]