Connie Jones
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Brad Corrigan and
Aleicia Hornsby are now friends 9 years, 5 months ago
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Becca Sarratt replied to the topic Historical Data Conversions – Zero Out and Active vs Non Active in the forum Onboarding 9 years, 5 months ago
@greg-skidmorebelpointe-com To prevent accounts from being pulled into Trends, they can be flagged as “demo” accounts. This is the only way to prevent them from being included altogether. You can mark them as unmanaged to keep them off all of the dashboards except for the Home dashboard. By unmanaging them, they will also be excluded from…[Read more]
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Brad Corrigan and
Michaela Faires are now friends 9 years, 5 months ago -
Jared Frye started the topic This day in Market History: Drowning his Sorrows in the forum Market Data 9 years, 5 months ago
In 1901, after a turbulent time of Northern Pacific railway stock soaring and plummeting, Samuel Bolton took a swim in one of his own beer vats and never came up. It was ruled a suicide by brewery equipment, due to heavy speculative losses. Also, after a high price of $1000, the Northern Pacific railroad never recovered to that height again.
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Jared Frye started the topic Everywhere you go, I'll be watching you… in the forum Market Data 9 years, 5 months ago
“Every move you make… every step you take… I’ll be watching you.”
I can’t decide if it’s more or less creepy coming from Sting. Regardless, I hope to see you at the Ascent 2017 user conference and it won’t be stalk-ery at all like that! Registration is here, and more info and a cheesy video about it can be seen here!
Will I see in you Scottsdale?
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Jared Frye started the topic Everywhere you go, I'll be watching you… in the forum Market Data 9 years, 5 months ago
“Every move you make… every step you take… I’ll be watching you.”
I can’t decide if it’s more or less creepy coming from Sting. Regardless, I hope to see you at the Ascent 2017 user conference and it won’t be stalk-ery at all like that! Registration is here, and more info and a cheesy video about it can be seen here!
Will I see in Scottsdale?
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Melissa McCune and
Lacey Warnock are now friends 9 years, 5 months ago -
Brad Corrigan and
Lacey Warnock are now friends 9 years, 5 months ago -
Adam Palmer started the topic Feature Friday! 05/05/2017 in the forum Reporting 9 years, 5 months ago
REPORT BUILDER 3.0 – With the May release, we are continuing to develop our next generation report builder! Report Builder 3.0 will be a completely flexible self-service report writing tool. The beta isn’t quite ready yet, but in our next software release we are adding the ability to build sub-reports with graphs and data tables—all without nee…[Read more]
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Jared Frye started the topic The Most Important part of your toolkit is… in the forum Market Data 9 years, 5 months ago
…you!
But, really, if you had to restart your whole business today in a new city. No contacts, no software, no personnel, no network… except what you could carry in a cardboard box.
What would go in your Advisor Box? Why?
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Becca Sarratt and
Kim Gibson are now friends 9 years, 5 months ago -
Brad Corrigan and
Kim Gibson are now friends 9 years, 5 months ago -
Lisa Turner and
Kim Gibson are now friends 9 years, 5 months ago -
Melissa McCune and
Kim Gibson are now friends 9 years, 5 months ago -
Becca Sarratt replied to the topic Insight – How is your firm using this application? in the forum Reporting 9 years, 5 months ago
@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!
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Jared Frye started the topic A big day for Women in the World of Finance in the forum Market Data 9 years, 5 months ago
Today in history, Nellie Taylor Ross was named head of the U.S.Mint in 1933. Having already won a special election to succeed her late husband as governor of Wyoming (also a first for women in America), she went on to lead the DNC Women’s Division and was appointed by FDR to direct the Mint.
Neat. Who inspires you?
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Becca Sarratt started the topic Webinar Wednesday! 5/3/2017 in the forum Reporting 9 years, 5 months ago
Join us today to learn more about Orion Social at 10:30 AM CST! Webinar details can be found here: https://www.orionadvisor.com/events/month/
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Justin Nordstrom replied to the topic Mixed up terms, Part 2: Advisor or Adviser? in the forum Market Data 9 years, 5 months ago
Definitely scrap English altogether lol
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Stacy McMartin and
Joe Porter are now friends 9 years, 5 months ago -
Becca Sarratt voted up to a reply by Becca Sarratt in the topic Insight – How is your firm using this application? 9 years, 5 months ago
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