Jason Glissman
-
Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
-
Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 2 months ago
I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.
Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]
-
Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
-
Becca Sarratt and
Dan Ciurej are now friends 9 years, 2 months ago
-
Becca Sarratt and
Matt Henry are now friends 9 years, 2 months ago -
Becca Sarratt and
Alexa Hansen are now friends 9 years, 2 months ago
-
Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
-
Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 3 months ago
Thanks for sharing @ryanabacuswealth-com, I appreciate your feedback! We do have the option to create fee files for multiple instances from the bill instance screen given that the bill status is set to “Fee Files Needed.” If you generated a forecast bill for all households and then your live bills by custodian, rep, or even by a list of…[Read more]
-
Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 3 months ago
-
Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
-
Dylan Mahler replied to the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago
@amanda-steinspring @orion_astraea Here are a few mockups.
-
Becca Sarratt and
Greg Elliott are now friends 9 years, 3 months ago -
Lisa Turner and
Haley Knapp are now friends 9 years, 3 months ago
-
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
-
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?
-
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?
-
Becca Sarratt and
Andrew Temple are now friends 9 years, 4 months ago
-
Becca Sarratt and
Bob Schneeweis are now friends 9 years, 4 months ago
-
Becca Sarratt and
Tim Pagett are now friends 9 years, 4 months ago
-
Becca Sarratt and
Austin OKeefe are now friends 9 years, 4 months ago
- Load More
