Carla Cappucci

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?
- Carla Cappucci replied 9 years ago
  
  @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
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!!
- Bruce Thompson replied 9 years ago
  
  ah< I found the Ascenst course. Thanks!
  - Erin Warner replied 9 years ago
    
    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!