Dustin Carter
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Brad Corrigan joined the group
Trading 9 years, 5 months ago -
Melissa McCune and
Stacy McMartin are now friends 9 years, 5 months ago -
Becca Sarratt and
Nick Anastasakis are now friends 9 years, 5 months ago
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Erin Warner started the topic Alternative Assets in the forum Recon 9 years, 5 months ago
Please share with us how your firm handles Alternative Assets within Orion.
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Becca Sarratt and
Raymond Scott Stone are now friends 9 years, 5 months ago
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Becca Sarratt and
Rebecca Zabka are now friends 9 years, 5 months ago -
Becca Sarratt started the topic Feature Friday! 4/28/17 in the forum Reporting 9 years, 5 months ago
We’re looking at reviewing our Reporting Onboarding process. What did you find helpful? What do you feel would have made it better? Let us know your feedback here!
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Erin Warner replied to the topic Remark Transactions in the forum Recon 9 years, 5 months ago
Thank you @bretttru-ind-com for your feedback!
To dovetail off of your response, Orion offers you the ability to create custom views. In this instance, a Filter can be applied at the Transaction level to not include Remark transactions. This way the transactions can easily be excluded from your view. -
Brad Corrigan and
Nate Lozeau are now friends 9 years, 5 months ago
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Becca Sarratt and
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Brad Corrigan and
TJ Middlesworth are now friends 9 years, 5 months ago
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Becca Sarratt started the topic Throwback Thursday! 4/27/17 in the forum Reporting 9 years, 5 months ago
Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.
The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology. Engage allows advisors to upload videos and include…[Read more]
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Becca Sarratt started the topic Throwback Thursday! 4/27/17 in the forum Reporting 9 years, 5 months ago
Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.
The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology.
Engage allows advisors to upload videos and include…[Read more]
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Becca Sarratt and
Michelle Kusek are now friends 9 years, 5 months ago
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Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 5 months ago
@ericnavigoe-com It looks like you have not registered for Ascent yet. When you hover over the app icon in Orion, you should see a blue register button below it. When you click on that, you’ll get a registration page. Logins usually take overnight to set up. Please let me know if that does not work for you!
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Erin Warner started the topic Back-Dated Dividends and/or Transactions in the forum Recon 9 years, 5 months ago
How often are you asked why an account value on the Custodial statement does not match the value on an Orion statement? Oftentimes, this can be explained by referencing transaction activity that has been back dated.
For example, let’s say dividends were sent to Orion on 4/3/17 with a transaction date of 3/31/17. During the time in which the t…[Read more] -
Melissa McCune and
Dustin Garrett are now friends 9 years, 5 months ago
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Ray Shirley voted up to a reply by Jeff Kliewer in the topic Which integrations have been the most powerful for your firm? 9 years, 5 months ago
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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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