Bruce Thompson
@brucetwmltd-com
Active 5 years, 4 months ago-
Bruce Thompson posted an update 8 years, 8 months ago
@dylantwmltd-com please follow up with them on the ByAll discrepancy in Davin’s account. The other priority is the Data query (HH asset allocation) dropping manual account values out of the asset allocation.
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Bruce Thompson posted a new activity comment 9 years ago
ah< I found the Ascenst course. Thanks!
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Hi Bruce! I’m glad you located the course. We created an Orion Social Forum Topic to gather thoughts and feedback in regards to the App (Ascent 2017 – Account Composer) so please let us know what you think!
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Bruce Thompson posted an update 9 years ago
@carlatwmltd-com, @andytwmltd-com — can you guys both watch the Account composer app course from Ascent training https://orionadvisorservices.mindflash.com/Trainee/#/player/2044114677.
Two questions I had after watching:
How do we get access to the app?
Is this applicable to maintaining manually posted held away accounts?-
@brucetwmltd-com, @andytwmltd-com I had already tried to find it in Ascent this afternoon. Could not find it. Your link says we have to be invited. I had called and the app is not available yet to us. Or so the guy on the phone said I will call and see how we get invited to view the training
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Bruce Thompson posted an update 9 years ago
@erin-warner, @carlatwmltd-com —
Erin missed your class on account composer — can you point me to more info about it. Thanks!!-
ah< I found the Ascenst course. Thanks!
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Hi Bruce! I’m glad you located the course. We created an Orion Social Forum Topic to gather thoughts and feedback in regards to the App (Ascent 2017 – Account Composer) so please let us know what you think!
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Bruce Thompson posted an update 9 years ago
@riley-lambert can we set up a meeting next week with you and Jared to take a look at what we’ve set up so far in Eclipse, and then I have a few specific use cases to figure out how to tackle certain model building quandaries.
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Bruce Thompson joined the group
Trading 9 years ago -
Bruce Thompson posted an update 9 years, 1 month ago
@andytwmltd-com, on the manual account recon see open case 01770204. The report is running, but you m ight find it useful to request that they add columns for beginning and ending value and net cash flow for period.
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Bruce Thompson posted an update 9 years, 4 months ago
@jordantwmltd-com, we need to schedule time to work on statements when I get back next week and before mnth end
