Christopher Voorhees
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Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:
574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more] -
Ray Shirley joined the group
Integrations 9 years, 6 months ago -
Rob Ruiz and
Margaret Pope are now friends 9 years, 6 months ago
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Rob Ruiz and
Luke Emery are now friends 9 years, 6 months ago
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Brad Corrigan and
Timothy Admire are now friends 9 years, 6 months ago -
Becca Sarratt and
Chris Shelley are now friends 9 years, 6 months ago
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Rob Ruiz replied to the topic Bill Generator – How much time has this saved your firm? in the forum Billing 9 years, 6 months ago
Here’s a building.
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Becca Sarratt started the topic Report Batches in the forum Reporting 9 years, 6 months ago
Has the Report Batches application helped streamline your Quarter End process?
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Becca Sarratt started the topic Alternatives in the forum Reporting 9 years, 6 months ago
How is your firm handling the management of alternatives?
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Becca Sarratt started the topic in the forum Reporting 9 years, 6 months ago
Tell us what you like and don’t like. Also, do you have any ideas for new development?
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Becca Sarratt and
Christopher Voorhees are now friends 9 years, 6 months ago -
Erin Warner changed their profile picture 9 years, 6 months ago
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Erin Warner changed their profile picture 9 years, 6 months ago
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Erin Warner started the topic Understanding Your Data! in the forum Recon 9 years, 6 months ago
What would you like to learn more about in the world of reconciliation? Let us know what training material would be beneficial to you so you can better understand your data.
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Dylan Mahler posted an update 9 years, 6 months ago
Welcome to Orion Social!
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Becca Sarratt and
Dylan Mahler are now friends 9 years, 6 months ago -
Becca Sarratt and
Jina Horton are now friends 9 years, 6 months ago -
Andrea Gibb changed their profile picture 9 years, 6 months ago
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Andrea Gibb started the topic Client Password Expirations in the forum Platform Support 9 years, 6 months ago
Did you know there is a data query available that will show you when clients passwords expire? Please run the Database Password Policy located in the data query app!
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Brad Corrigan changed their profile picture 9 years, 6 months ago
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