Blair Rumbaugh
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Becca Sarratt and
Kim Gibson are now friends 9 years, 5 months ago -
Brad Corrigan and
Kim Gibson are now friends 9 years, 5 months ago -
Melissa McCune and
Kim Gibson are now friends 9 years, 5 months ago -
Becca Sarratt replied to the topic Insight – How is your firm using this application? in the forum Reporting 9 years, 5 months ago
@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!
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Becca Sarratt started the topic Webinar Wednesday! 5/3/2017 in the forum Reporting 9 years, 5 months ago
Join us today to learn more about Orion Social at 10:30 AM CST! Webinar details can be found here: https://www.orionadvisor.com/events/month/
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Becca Sarratt voted up to a reply by Becca Sarratt in the topic Insight – How is your firm using this application? 9 years, 5 months ago
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Zach Lindgren voted up to a reply by Dylan Mahler in the topic Bill Generator – What are some enhancements that you recommend? 9 years, 5 months ago
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Zach Lindgren joined the group
Billing 9 years, 5 months ago -
Zach Lindgren replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 5 months ago
I’d like the Bill Generator to be able to recalculate bills. Currently it only allows you to delete a previous bill and regenerate it. We’d like the ability (like Orion had in the past) to recalculate a bill so new bill would be calculated and the old original bill would still be available to view even though it would be invalid. This is necessary…[Read more]
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Brad Corrigan joined the group
Trading 9 years, 5 months ago -
Melissa McCune and
Stacy McMartin are now friends 9 years, 5 months ago -
Becca Sarratt and
Nick Anastasakis are now friends 9 years, 5 months ago
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Becca Sarratt and
Raymond Scott Stone are now friends 9 years, 5 months ago
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Becca Sarratt and
Rebecca Zabka are now friends 9 years, 5 months ago -
Becca Sarratt started the topic Feature Friday! 4/28/17 in the forum Reporting 9 years, 5 months ago
We’re looking at reviewing our Reporting Onboarding process. What did you find helpful? What do you feel would have made it better? Let us know your feedback here!
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Brad Corrigan and
Nate Lozeau are now friends 9 years, 5 months ago
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Becca Sarratt and
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Zach Lindgren joined the group
Reporting 9 years, 5 months ago -
Brad Corrigan and
TJ Middlesworth are now friends 9 years, 5 months ago
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Becca Sarratt started the topic Throwback Thursday! 4/27/17 in the forum Reporting 9 years, 5 months ago
Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.
The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology. Engage allows advisors to upload videos and include…[Read more]
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