Christopher Voorhees
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Ray Shirley and
Brad Corrigan are now friends 9 years, 3 months ago -
Ray Shirley and
Jina Horton are now friends 9 years, 3 months ago -
Ray Shirley and
Chris Shelley are now friends 9 years, 3 months ago
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Ray Shirley changed their profile picture 9 years, 3 months ago
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Ray Shirley posted an update 9 years, 3 months ago
Working on some really cutting edge integration technology!
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Allen Padilla and
Ray Shirley are now friends 9 years, 3 months ago -
Allen Padilla posted an update 9 years, 3 months ago
@jina-horton, Thank you for sharing your awesomeness with us today. We always appreciate your kind and thoughtful service. You are one of a kind.
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@allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!
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Brad Corrigan and
Jesse Heath are now friends 9 years, 4 months ago
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Erin Warner started the topic Ascent – What have you learned from the Data Reconciliation FAQ course? in the forum Recon 9 years, 4 months ago
Recently we updated the Recon FAQ course in Ascent. There is a lot of useful information within the course and handout!
We are curious to hear what you may have learned or if there were helpful tips you pulled out of the course. -
Brad Corrigan and
Vilas Naralakattu are now friends 9 years, 4 months ago
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Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 4 months ago
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Rob Ruiz posted an update 9 years, 4 months ago
@dylan-mahler – Testing email compliance.
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Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today at 1:30 PM CST to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
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Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
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Brad Corrigan and
Kelly Noonan are now friends 9 years, 4 months ago
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Becca Sarratt and
Andrew Temple are now friends 9 years, 4 months ago
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Rob Ruiz posted an update 9 years, 4 months ago
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Brad Corrigan and
Gene Frerichs are now friends 9 years, 4 months ago
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Becca Sarratt and
Bob Schneeweis are now friends 9 years, 4 months ago
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Erin Warner started the topic Maintaining Excluded Accounts in the forum Recon 9 years, 4 months ago
How does your firm leverage Orion’s suggested best practices to monitor and maintain the Excluded Accounts list?
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