Greg Elliott
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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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Becca Sarratt and
Deanna Dillard are now friends 9 years, 6 months ago
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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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Becca Sarratt and
Kyle Hiatt are now friends 9 years, 6 months ago
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Becca Sarratt and
Eva Dunhem are now friends 9 years, 6 months ago
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Becca Sarratt and
Jan Bartel are now friends 9 years, 6 months ago
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Becca Sarratt and
Amy Curl are now friends 9 years, 6 months ago -
Alex Green posted an update 9 years, 6 months ago
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Becca Sarratt and
Tyler Magnussen are now friends 9 years, 6 months ago
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Becca Sarratt and
Lindsey Fischer are now friends 9 years, 6 months ago -
Becca Sarratt and
Justin Nordstrom are now friends 9 years, 6 months ago -
Eric Sanders joined the group
Platform Support 9 years, 6 months ago -
Eric Sanders joined the group
Integrations 9 years, 6 months ago -
Eric Sanders joined the group
Billing 9 years, 6 months ago -
Eric Sanders joined the group
Reporting 9 years, 6 months ago -
Becca Sarratt replied to the topic Tech Tip Tuesday! 4/18/17 in the forum Reporting 9 years, 6 months ago
@bretttru-ind-com I’m glad you found this helpful! When you unmanage an account, all the underlying assets are automatically unmanaged even though their Managed checkbox is still checked. The same applies when you unmanage a product. All of the associated assets will be unmanaged even though their Managed checkboxes are still checked. If you…[Read more]
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Becca Sarratt and
Benjamin Rawlings are now friends 9 years, 6 months ago
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