Connie Jones
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Becca Sarratt voted up to a reply by Becca Sarratt in the topic Alternatives 9 years, 5 months ago
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Becca Sarratt replied to the topic Insight – How is your firm using this application? in the forum Reporting 9 years, 5 months ago
That’s great John! I’m glad to hear your firm is looking at using it for client meetings.
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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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Becca Sarratt started the topic Manage your Monday! 4/24/17 in the forum Reporting 9 years, 5 months ago
Instead of using Report Groups in the Report Builder app, you can use the Grouping Manager app to create groups that update dynamically by using various filters.
If you run reports at the account level, you can create groups based on custodian. This means, any time a new account is created that has the same custodian as your filter, it is…[Read more]
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Ray Shirley and
Randy Shideler are now friends 9 years, 5 months ago -
Melissa McCune and
Randy Shideler are now friends 9 years, 5 months ago -
Jared Frye started the topic Mixed up terms, Part 1: Indexes or Benchmarks? in the forum Market Data 9 years, 6 months ago
One of the first things I noticed when I joined the world of Finance (that’s capitol “F” finance) was that everybody uses a lot of different terms interchangeably. It’s kind of like “pop” in the Midwest, “soda” in the north or west and “Coke” in the south. Except a lot of peoples’ money is involved.
Which brings us to “index” and “benchmark.” I…[Read more]
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Jared Frye joined the group
Market Data 9 years, 6 months ago -
Jared Frye changed their profile picture 9 years, 6 months ago
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Melissa McCune and
Deanna Dillard are now friends 9 years, 6 months ago
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Lisa Turner and
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Becca Sarratt and
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Joe Peldo started the topic Corporate Action Best Practices in the forum Market Data 9 years, 6 months ago
What are some best practices that your firm utilizes in order to verify corporate actions?
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Joe Peldo replied to the topic Principal Pay Down vs Tips Bonds. in the forum Market Data 9 years, 6 months ago
@byoungzwjic-com Thank you for the feedback! If you have a specific example of a TIPS bond being handled incorrectly or of a preferred stock showing up on a bond report, please email marketdatasupport@orionadvisor.com and we will look into it immediately.
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Joe Peldo replied to the topic Market Data Training in the forum Market Data 9 years, 6 months ago
Thank you for the feedback! We are looking at adding additional Market Data Ascent courses within the next quarter so keep your eye out for them.
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Renee Fast and
Tricia Drexel are now friends 9 years, 6 months ago -
Melissa McCune and
Tricia Drexel are now friends 9 years, 6 months ago -
Lisa Turner and
Tricia Drexel are now friends 9 years, 6 months ago -
Becca Sarratt started the topic Throwback Thursday! 4/20/17 in the forum Reporting 9 years, 6 months ago
The RMD Dashboard app rolled out in August of 2014. It is a great tool to help you ensure that your clients of a certain age fulfill their RMD requirements.
Information from the RMD Dashboard can be viewed on Reports, in Insight, on the Client Portal, and soon to be Rep Portal. Check out the RMD Dashboard Checkpoint in the Reporting Trail for…[Read more]
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Renee Fast and
Quin Kilgore are now friends 9 years, 6 months ago
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