Orion Social | Bruce Thompson | Activity https://social.orionadvisor.com/members/brucetwmltd-com/activity/ Activity feed for Bruce Thompson. Wed, 14 Oct 2026 19:26:47 -0500 https://buddypress.org/?v= en-US 30 hourly 2 b93b4297f0afa7d39ff950cae39cf87e Bruce Thompson posted an update: @dylantwmltd-com please follow up with them on the ByAll […] https://social.orionadvisor.com/activity/p/7879/ Thu, 25 Jan 2018 16:02:37 -0600 @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.

]]> 0 b623ac60fda04ab21c6e84a69a52732a Bruce Thompson posted a new activity comment https://social.orionadvisor.com/activity/p/6155/#acomment-6158 Wed, 20 Sep 2017 20:03:16 -0500 ah< I found the Ascenst course. Thanks!

In reply to - Bruce Thompson posted an update @erin-warner, @carlatwmltd-com — Erin missed your class on account composer — can you point me to more info about it. Thanks!! ]]> 5c0fd706088775846edcaac78830b8bf Bruce Thompson posted an update: @carlatwmltd-com, @andytwmltd-com -- can you guys both watch […] https://social.orionadvisor.com/activity/p/6157/ Wed, 20 Sep 2017 20:02:27 -0500 @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?

]]> 1 f0128c0cb7a3620e3128ea0ef464215f Bruce Thompson posted an update: @erin-warner, @carlatwmltd-com -- Erin missed your class on […] https://social.orionadvisor.com/activity/p/6155/ Wed, 20 Sep 2017 19:39:05 -0500 @erin-warner, @carlatwmltd-com —
Erin missed your class on account composer — can you point me to more info about it. Thanks!!

]]> 2 d6af736cb447cb744feb9ee3fc54f5de Bruce Thompson posted an update: @riley-lambert can we set up a meeting next week with you and […] https://social.orionadvisor.com/activity/p/6154/ Wed, 20 Sep 2017 19:32:05 -0500 @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.

]]> 0 d77f3e36df7511de5f0e311652832c54 Bruce Thompson joined the group Trading https://social.orionadvisor.com/activity/p/6151/ Tue, 19 Sep 2017 21:33:20 -0500 0 d4b80ffb9b5ea00f69e65f59e69d0554 Bruce Thompson posted an update: @andytwmltd-com, on the manual account recon see open case […] https://social.orionadvisor.com/activity/p/6091/ Mon, 11 Sep 2017 18:50:41 -0500 @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.

]]> 0 80dc49ebcdf32d5d0b96f2db482f5152 Bruce Thompson posted an update: @jordantwmltd-com, we need to schedule time to work on […] https://social.orionadvisor.com/activity/p/4555/ Tue, 13 Jun 2017 15:38:53 -0500 @jordantwmltd-com, we need to schedule time to work on statements when I get back next week and before mnth end

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