Orion Social | Carla Cappucci | Mentions https://social.orionadvisor.com/members/carlatwmltd-com/activity/mentions/ Activity feed mentioning Carla Cappucci. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 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!!

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