Orion Social | Bob Lloyd | Activity https://social.orionadvisor.com/members/blloydrevolutionpartners-com/activity/ Activity feed for Bob Lloyd. Wed, 14 Oct 2026 13:10:42 -0500 https://buddypress.org/?v= en-US 30 hourly 2 288251e361f10068dae18c5654e4624e Bob Lloyd started the topic Dividend Accruals and Reports in the forum Reporting https://social0.wpengine.com/forums/topic/dividend-accruals-and-reports/ Wed, 10 Oct 2018 19:59:57 -0500 Has anyone else run into an issue with performance including dividend accruals (as suggested but not required by GIPS) and the reports not being able to show the accrual? I just had a client question the positive return on a report but where there were no contributions or withdrawals, no trades and an ending value on the report being less than the…[Read more]

]]> 8dcfeb72618e684a909da6cc5d4de097 Bob Lloyd replied to the topic Trends - Mobile App Feedback in the forum Reporting https://social0.wpengine.com/forums/topic/trends-mobile-app-feedback/page/2/#post-33609 Mon, 24 Sep 2018 21:06:19 -0500 Don’t know if this was what did it or not, but I upgraded my OS and all worked this afternoon. It’s intuitive to use and works well on my iPad. Easy to get through the reports, apply the filters and move along. I agree that we aren’t likely to use Trends too much in the mobile environment. But it’s good progress and may be something I work into my…[Read more]

]]> 84df8d1b90f5ac0d0005124ec886f961 Bob Lloyd replied to the topic Trends - Mobile App Feedback in the forum Reporting https://social0.wpengine.com/forums/topic/trends-mobile-app-feedback/#post-33264 Wed, 19 Sep 2018 17:10:38 -0500 I’m having issues logging into the app. When I start the app, I get a blank screen with “Done” in the lower left and right/left arrows on the lower right. I’m assuming this is a configuration issue. I never provided my credentials.

]]> 3d76b46f3c768a66fc1209b48d5fabcb Bob Lloyd started the topic CPI Plus in the forum Performance https://social0.wpengine.com/forums/topic/cpi-plus/ Wed, 22 Aug 2018 19:54:41 -0500 We have a prospect with an IPS that has a CPI + 3% ROR Benchmark. I would like to be able to create a blended benchmark that shows that. How can I accomplish that in Orion?

]]> a5b1b1c07f4ac36927582ef50c5a5534 Bob Lloyd joined the group Performance https://social.orionadvisor.com/activity/p/10002/ Wed, 22 Aug 2018 19:39:36 -0500 0 4ae60db87f817c7c6dd4ec7c579ae836 Bob Lloyd replied to the topic What are other advisors using for their Scanning archive process? in the forum Integrations https://social0.wpengine.com/forums/topic/what-are-other-advisors-using-for-their-scanning-archive-process/#post-32756 Wed, 08 Aug 2018 16:39:16 -0500 We have several scanners that can take multiple page docs and OCR’d. That is automatically saved to one cloud drive for collection, where they are reviewed and tagged, and then moved to the client’s online storage (box.com). Box is then available in the client’s household record in Salesforce. Not sure how to “automate” this.

]]> 60ae6db32cbe0864a75a23d3bf75e4b7 Bob Lloyd joined the group Trading https://social.orionadvisor.com/activity/p/9501/ Thu, 28 Jun 2018 14:12:35 -0500 0 5604d4278eed10ce5563917d4c9b81c3 Bob Lloyd replied to the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/#post-32388 Thu, 21 Jun 2018 21:41:06 -0500 Thanks Ryan and Diane, this is exactly what I was looking for too. –Bob

]]> 14357eed5bcf60b76b9088ccd7ae7ca7 Bob Lloyd replied to the topic Insight - How is your firm using this application? in the forum Reporting https://social0.wpengine.com/forums/topic/insight-how-is-your-firm-using-this-application/page/2/#post-22775 Tue, 12 Sep 2017 22:29:25 -0500 We don’t currently use it, but I would like to. I agree the activity summary customization would be critical for us as well. We also would need to have a fee breakdown if we want to completely replace the PDF quarterly.

Are there any compliance concerns about using this as a report since it can not be stored?

Thanks
Bob

]]> 53212dc87fdb40ca97f4db67711c61ad Bob Lloyd replied to the topic Quarterly Performance Reports in the forum Reporting https://social0.wpengine.com/forums/topic/quarterly-performance-reports/#post-22742 Thu, 07 Sep 2017 15:27:18 -0500 Blake–

That’s a big one. We try to have our report be thorough without being terribly long. We don’t include transaction details as the customer can get that from the portal and/or custodian if they are interested. Positions are also limited. We do utilize reporting at the Household level and have almost the exact same set of details for each…[Read more]

]]> 87bb75b5eb81c558b6356612aaed47de Bob Lloyd started the topic August '18 Update in the forum Platform Support https://social0.wpengine.com/forums/topic/august-18-update/ Thu, 24 Aug 2017 15:51:48 -0500 Kudos to the team responsible for updating the Notifications view. This version is much better than the last. The goal on this should always be few clicks with more information.

Thanks
Bob

]]> 0dda6f20ae35cc4fc6f6a400f73f2036 Bob Lloyd joined the group Reporting https://social.orionadvisor.com/activity/p/5910/ Thu, 24 Aug 2017 14:15:31 -0500 0 de8c5c9da1f2e5f47b7cd28768302db4 Bob Lloyd replied to the topic Using Salesforce with Orion in the forum Integrations https://social0.wpengine.com/forums/topic/using-salesforce-with-orion/#post-22710 Thu, 24 Aug 2017 13:58:52 -0500 We opted to build our own workflow engine to help with different task creation and assignments. It’s a beast, but has proved helpful. I would like to have better integration with outside systems to move data elements, but that requires an API expert and we just don’t have that person on staff, yet. Some things we concentrate on when building:
1)…[Read more]

]]> 3c0950bdb57544012f3d37b800d545b9 Bob Lloyd joined the group Billing https://social.orionadvisor.com/activity/p/5616/ Wed, 26 Jul 2017 17:47:41 -0500 0 60e4a054a9ea57d1f5bcac66adacf8d9 Bob Lloyd started the topic Billing - Household Summary in Bill Generator in the forum Billing https://social0.wpengine.com/forums/topic/billing-household-summary-in-bill-generator/ Tue, 25 Jul 2017 18:08:14 -0500 I’m trying to understand some values in the Household Summary. The Bill Amount under the Invoices section for a household does not seem to relate to the Last Credit Amount for the individual accounts. The Last Credit Amount looks really high. What is that number and how should it be used?

We are big on “blended rates” and have several…[Read more]

]]> fbff85ef6bf89f97e688adcc6cfbe7f5 Bob Lloyd replied to the topic Accounting for outside-billed financial planning fees in Orion in the forum Billing https://social0.wpengine.com/forums/topic/accounting-for-outside-billed-financial-planning-fees-in-orion/#post-2033 Tue, 25 Jul 2017 14:33:24 -0500 We have the same need. I’m very happy to see the invoice there too. For us the process at a high level is:
1. Present an invoice that is 50% of the total planning fee. Book the entire amount as a receivable.
2. Clear the 50% receivable when the check is handed over.
3. Present the plan and book the remaining 50% receivable.

So that Invoice is…[Read more]

]]> 4c468e0fbb52e5580956f7660d1b157b Bob Lloyd replied to the topic Forum Guidelines in the forum Orion Questions https://social0.wpengine.com/forums/topic/forum-guidelines/#post-967 Thu, 27 Apr 2017 21:22:32 -0500 So sorry. I meant to put this in “Ideas”. Rob, can you move it there?

]]> 6e5649d0aab0d81a1d70c3eafc43fb92 Bob Lloyd joined the group Platform Support https://social.orionadvisor.com/activity/p/2245/ Thu, 27 Apr 2017 21:11:54 -0500 0 56dec823f3baba7d8bf6751af8b58e96 Bob Lloyd changed their profile picture https://social.orionadvisor.com/activity/p/2243/ Thu, 27 Apr 2017 21:10:50 -0500 0 f089c8028ce83a4ce59000b2888f8257 Bob Lloyd replied to the topic Forum Guidelines in the forum Orion Questions https://social0.wpengine.com/forums/topic/forum-guidelines/#post-964 Thu, 27 Apr 2017 20:55:29 -0500 I would love to see additional functionality for the “Systematics”. I’m a little unsure if “buy” would also mean “Contribute”. What would be wonderful would be to see systematics impact the goal reporting. Ideally everyone has a savings or spending plan. Put that into systematics and then recon that against client contribution or withdrawals. We…[Read more]

]]> 9b019a067f35a89e3580b801d9d480e4 Bob Lloyd replied to the topic Client Password Expirations in the forum Platform Support https://social0.wpengine.com/forums/topic/client-password-expirations/#post-963 Thu, 27 Apr 2017 20:46:14 -0500 Is there a way to change the number of days before the password expires? Or is that when the user becomes “inactive”?

Thanks
Bob

]]> 9b019a067f35a89e3580b801d9d480e4 Bob Lloyd replied to the topic Client Password Expirations in the forum Platform Support https://social0.wpengine.com/forums/topic/client-password-expirations/#post-963 Thu, 27 Apr 2017 20:46:14 -0500 Is there a way to change the number of days before the password expires? Or is that when the user becomes “inactive”?

Thanks
Bob

]]> 91f58a4fc1c56291696d1a0f773e2cc4 Bob Lloyd joined the group Market Data https://social.orionadvisor.com/activity/p/1998/ Thu, 20 Apr 2017 20:47:56 -0500 0