Orion Social | Jason Glissman | Friends Activity https://social.orionadvisor.com/members/jason-glissman/activity/friends/ Activity feed for Jason Glissman's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 4f8513c00565dc66a09f967abb5c3f57 Becca Sarratt and Kami Covey are now friends https://social.orionadvisor.com/activity/p/9937/ Wed, 15 Aug 2018 20:45:41 -0500 0 66266c2d83ef97f47dbc38c1dd1a5bb1 Becca Sarratt and Austin Wulff are now friends https://social.orionadvisor.com/activity/p/9905/ Fri, 10 Aug 2018 20:25:52 -0500 0 f784ccb4e9d4ebb2d43dc7014134e1e8 Becca Sarratt and Kayla Osterfoss are now friends https://social.orionadvisor.com/activity/p/9823/ Thu, 02 Aug 2018 15:38:36 -0500 0 2f5f4b61cae96245c2ea9160ee47ac97 Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/ Tue, 19 Jun 2018 15:22:11 -0500 What are they?

The Goals Dashboard in Trends gives you the ability to set monthly goals for your firm for the following options:

  • # New Accounts from New Clients
  • # New Clients
  • AUM
  • AUM from New Clients
  • Billed Amount
  • Management Fees

 

Setting Goals

Run Data Query ID 15428: Generate Goals to set firm goals. All goals entered will…[Read more]

]]> 0f482228af3a4141c39d726e9008db46 Becca Sarratt and Sharlene Vogel are now friends https://social.orionadvisor.com/activity/p/9331/ Mon, 11 Jun 2018 18:53:19 -0500 0 74967fb545b99333b49911a37412ef94 Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting https://social0.wpengine.com/forums/topic/checking-the-status-of-your-printed-statements-this-quarter/ Fri, 13 Apr 2018 18:26:02 -0500 Quarter End is coming to a close. If you use our Print Vendor, there is an easy way to check the status of your printed statements!

Go to the Report Batches app in Orion and in the Actions dropdown select View Quantum Jobs. This will allow you to see the date your file was received, the status, and when it was last updated.

Please reach out to…[Read more]

]]> fdad90cad5dee69276b7dff5c38e0eda Becca Sarratt and Jill Osmera are now friends https://social.orionadvisor.com/activity/p/8317/ Sat, 24 Feb 2018 20:39:57 -0600 0 ddd233058509b15e573855a7dcb8b9ea Becca Sarratt and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7394/ Thu, 14 Dec 2017 15:55:07 -0600 0 a43bca17e8fd59969771c524ecfc0c5b Becca Sarratt and Melissa Graves are now friends https://social.orionadvisor.com/activity/p/7041/ Tue, 07 Nov 2017 20:13:55 -0600 0 7f99f6dffec8cc6bc00308f1ebf4d93c Lisa Turner and Todd Douds are now friends https://social.orionadvisor.com/activity/p/7011/ Thu, 02 Nov 2017 17:41:57 -0500 0 b2cf5f3d16327f4952e059772c364cc0 Lisa Turner and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6429/ Wed, 11 Oct 2017 18:52:25 -0500 0 103928c4caa316c85a1b1e560ae838d8 Lisa Turner and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6371/ Wed, 04 Oct 2017 20:30:34 -0500 0 101c18982535af6ee3158b56d3215913 Becca Sarratt and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6368/ Wed, 04 Oct 2017 20:30:31 -0500 0 a5b7bc8b7ef632dde315f58322ac6676 Becca Sarratt and Kyle Wesley are now friends https://social.orionadvisor.com/activity/p/6205/ Fri, 22 Sep 2017 15:29:48 -0500 0 aa321aa9a45f77a950fd650c90e4c302 Becca Sarratt and Scott Bordelon are now friends https://social.orionadvisor.com/activity/p/6198/ Thu, 21 Sep 2017 22:49:52 -0500 0 869df296ca93cab7f4e83fadc1c97442 Becca Sarratt and Cathy Bailey/Castleview Partners, LLC are now friends https://social.orionadvisor.com/activity/p/6191/ Thu, 21 Sep 2017 20:10:47 -0500 0 d74ef4d3f956d3c08b65d9766cccbf9c Becca Sarratt and Kathy Beers are now friends https://social.orionadvisor.com/activity/p/6187/ Thu, 21 Sep 2017 19:14:36 -0500 0 312d81608cd067fd9458c737a72614b9 Becca Sarratt and Janice Bordelon are now friends https://social.orionadvisor.com/activity/p/6186/ Thu, 21 Sep 2017 19:09:47 -0500 0 96098502ace073648f13615a716f5aa1 Becca Sarratt and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6076/ Mon, 11 Sep 2017 15:24:07 -0500 0 46fc0e786488528eff3d9f449fb5bc50 Lisa Turner and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6058/ Fri, 08 Sep 2017 15:54:32 -0500 0 7f459301f8708ace595adfc0786c0970 Becca Sarratt and Bettina Adams are now friends https://social.orionadvisor.com/activity/p/5886/ Mon, 21 Aug 2017 19:42:12 -0500 0 e2e2b9419d643ebd1c13d744b66d0f45 Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting https://social0.wpengine.com/forums/topic/advisory-fee-benchmark/#post-2593 Thu, 10 Aug 2017 18:02:36 -0500 @cthornewrapmanager-com

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]

]]> 78c0a155eb2b2a0fd40337a27453517d Becca Sarratt and Eric Addison are now friends https://social.orionadvisor.com/activity/p/5576/ Mon, 24 Jul 2017 13:05:33 -0500 0 cdf09731cfe9e11eaf9b716ea9ca729c Becca Sarratt and Dan Ciurej are now friends https://social.orionadvisor.com/activity/p/5565/ Fri, 21 Jul 2017 21:02:22 -0500 0 50de31dfbff23dc42812fddde3b8e0e8 Becca Sarratt and Matt Henry are now friends https://social.orionadvisor.com/activity/p/5564/ Fri, 21 Jul 2017 21:00:33 -0500 0 7bb7bcfcb39fb0c218c0c1aa68de63cf Becca Sarratt and Alexa Hansen are now friends https://social.orionadvisor.com/activity/p/5563/ Fri, 21 Jul 2017 20:58:05 -0500 0 b413c5223f606e3abeff6a9a27aa118b Becca Sarratt and Hayden Byrd are now friends https://social.orionadvisor.com/activity/p/5561/ Fri, 21 Jul 2017 20:53:10 -0500 0 b0b317f5abb771932d3acdf4a60e98fd Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/#post-1839 Wed, 12 Jul 2017 21:02:28 -0500 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]

]]> 63f5979318350a0d5fcdb581472d1dd7 Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? https://social.orionadvisor.com/activity/p/5405/ Wed, 12 Jul 2017 20:42:09 -0500 0 30df8d3c866ff465c1111b6434817696 Becca Sarratt and Cody Norton are now friends https://social.orionadvisor.com/activity/p/5400/ Wed, 12 Jul 2017 18:05:00 -0500 0 2ef2ed24478d93e4c139123c74087490 Dylan Mahler replied to the topic Orion Social - Smart Card Feed to Replace My Activity Feed in the forum Ideas https://social0.wpengine.com/forums/topic/smart-card-feed-to-replace-my-activity-feed/#post-1829 Wed, 12 Jul 2017 14:21:14 -0500 @amanda-steinspring @orion_astraea Here are a few mockups.

]]> 0484c438f747cd3a447be07717e42b78 Becca Sarratt and Greg Elliott are now friends https://social.orionadvisor.com/activity/p/5183/ Fri, 30 Jun 2017 13:39:16 -0500 0 2f639d16dc61e193158ca1067cac6962 Lisa Turner and Haley Knapp are now friends https://social.orionadvisor.com/activity/p/5022/ Mon, 26 Jun 2017 15:46:53 -0500 0 b72687cf787f370690cb1caf511b0c45 Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? https://social.orionadvisor.com/activity/p/4613/ Wed, 14 Jun 2017 13:08:47 -0500 0 2db25bbd9f28eaa6ae950edef8c9ffea Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting https://social0.wpengine.com/forums/topic/webinar-wednesday-672017/ Wed, 07 Jun 2017 14:16:10 -0500 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?

]]> b1e0b6fcf2ae95e9b0b9a0b0f460624e Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting https://social0.wpengine.com/forums/topic/webinar-wednesday-672017/ Wed, 07 Jun 2017 14:16:10 -0500 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?

]]> a2de31e5e59030dfecff14707d7c50fc Becca Sarratt and Andrew Temple are now friends https://social.orionadvisor.com/activity/p/3896/ Tue, 06 Jun 2017 14:44:11 -0500 0 66a7a71f55b384185a094e1c4af0c9be Becca Sarratt and Bob Schneeweis are now friends https://social.orionadvisor.com/activity/p/2903/ Wed, 31 May 2017 15:00:07 -0500 0 446e551be9206fa245feaa1f34bb2933 Becca Sarratt and Tim Pagett are now friends https://social.orionadvisor.com/activity/p/2822/ Wed, 24 May 2017 21:31:09 -0500 0 d331de8bfb50318c8bf94b6bc1f571ae Becca Sarratt and Austin OKeefe are now friends https://social.orionadvisor.com/activity/p/2817/ Wed, 24 May 2017 17:51:10 -0500 0 ef1128b8d063717ceb15786cee0ef807 Dylan Mahler started the topic Orion Billing Release Notes - 5/13 in the forum Billing https://social0.wpengine.com/forums/topic/1143/ Mon, 22 May 2017 16:57:53 -0500 ORION BILLING RELEASE NOTES

Last week we added some new features to our Billing Apps. Below is a list of new features or changes that have been added. Let us know if you have any feedback or questions on the updates below and definitely let us know how this update has helped your firm!

Adds the option to show all outstanding bills for…[Read more]

]]> 2874ae0ebc2432ca54973edb30f8215f Becca Sarratt and Kathy Johnson are now friends https://social.orionadvisor.com/activity/p/2756/ Mon, 22 May 2017 14:43:03 -0500 0 e90536dfc5d70578cb6a45f3dd79f403 Becca Sarratt and Nicole Broussard are now friends https://social.orionadvisor.com/activity/p/2755/ Mon, 22 May 2017 13:58:38 -0500 0 8cd5864a4174100f91ed74541033f0a7 Becca Sarratt and Jesse Bonde are now friends https://social.orionadvisor.com/activity/p/2749/ Fri, 19 May 2017 21:36:31 -0500 0 e7ee1b0c1652c502f638679ed0af4edb Becca Sarratt and Marchello Garcia are now friends https://social.orionadvisor.com/activity/p/2732/ Fri, 19 May 2017 15:43:40 -0500 0 ede4acdf47a6e137c402a9222aca382a Becca Sarratt and Kari Mekler are now friends https://social.orionadvisor.com/activity/p/2618/ Fri, 12 May 2017 20:30:12 -0500 0 799961535b817fbe2214277d9f5b252b Becca Sarratt replied to the topic Historical Data Conversions - Zero Out and Active vs Non Active in the forum Onboarding https://social0.wpengine.com/forums/topic/historical-data-conversions-zero-out-and-active-vs-non-active/#post-1082 Wed, 10 May 2017 21:23:53 -0500 @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]

]]> bee6a3dc655a9f7eb5d12e88134ccd96 Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/#post-1037 Fri, 05 May 2017 14:05:58 -0500 @tarrah-hovendickclsinvest-com @zlindgrenwilliams-financial-com I certainly agree with you there. We have a project submitted to have bills invalidated rather than deleted, so it more accurately reflects how this was handled in our legacy system. As of right now, the project is still being estimated, so I don’t think it will role out with the May…[Read more]

]]> d6c21cc5d66ac27b64274a731942bf9b Becca Sarratt and Kim Gibson are now friends https://social.orionadvisor.com/activity/p/2451/ Thu, 04 May 2017 18:42:20 -0500 0 a693c4ee1b4312ebd5d27ce1148b684d Lisa Turner and Kim Gibson are now friends https://social.orionadvisor.com/activity/p/2449/ Thu, 04 May 2017 18:42:18 -0500 0