Christopher Voorhees
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Erin Warner started the topic Ascent 2017 – Account Composer in the forum Recon 9 years, 1 month ago
What did you think about the Account Composer app? Please use this topic to provide thoughts and feedback for development consideration.
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Ray Shirley and
Amy Strickland are now friends 9 years, 1 month ago
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Melissa McCune and
Jason Slininger are now friends 9 years, 1 month ago
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Brad Corrigan and
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Becca Sarratt and
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Brad Corrigan and
Lisa Valentine are now friends 9 years, 1 month ago
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Ray Shirley and
Nate Lozeau are now friends 9 years, 1 month ago
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Ray Shirley and
Benjamin Rawlings are now friends 9 years, 1 month ago
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Ray Shirley joined the group
Platform Support 9 years, 1 month ago -
Ray Shirley and
Tyler Magnussen are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Brad Corrigan and
Candy Chrisman are now friends 9 years, 1 month ago
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Allen Padilla posted an update 9 years, 1 month ago
Hi @jina-horton, I hope you are doing well. You are my guru, sensei, master. I come to you with another question. Again, not necessarily a case question, but more of a learning question. I would like to have a discussion about “Change History” and its effect on the Composite performance. Would you mind giving me a call when you have some time…[Read more]
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@allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.
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Rob Ruiz replied to the topic Speed in the forum Ideas 9 years, 2 months ago
Rodney,
If you look up at your tab in chrome and there is a spinning circle, then the browser is doing something, so wait. Keep in mind, you are navigating a website, in a web browser, not operating on a desktop application. The browser needs to make a request to the server and get a response from it. If you are having to wait 1 whole minute (60…[Read more]
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Ray Shirley voted up to a reply by Jennifer Burton in the topic Quik! Integration for TAMPS 9 years, 2 months ago
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Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 2 months ago
I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.
Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]
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Ray Shirley and
Erin Warner are now friends 9 years, 2 months ago -
Ray Shirley and
Todd Bertucci are now friends 9 years, 2 months ago -
Ray Shirley and
Jennifer Friederich are now friends 9 years, 2 months ago
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Zach Lindgren and
Jeff Kliewer are now friends 9 years, 2 months ago - Load More
