Orion Social | Jessica Dawe | Friends Activity https://social.orionadvisor.com/members/jcdhamiltoncapital-com/activity/friends/ Activity feed for Jessica Dawe's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 34102cef75d69fa73eb1d4ea30b1ae82 Casey Kimbler started the topic Tracking SLOA - feature request in the forum - Compliance https://social0.wpengine.com/forums/topic/tracking-sloa-feature-request/ Tue, 30 Oct 2018 15:58:18 -0500 It would be great if the new SLOA feature had an “Inactive” date that we could track. We find that with our custody audits we are asked for a date range so we need to know if SLOA’s were removed during that time. Thanks!

]]> 20841fb974886e0df43169425e9f1042 Casey Kimbler joined the group Compliance https://social.orionadvisor.com/activity/p/10202/ Thu, 13 Sep 2018 14:24:24 -0500 0 4ef72ba74e25e5b5c7303f27ff2b02c1 Casey Kimbler replied to the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/page/3/#post-32723 Tue, 31 Jul 2018 18:37:28 -0500 I think this is a great start. I agree with others that longer/customizable timeframes would be preferable as we measure goals on an annual basis. However, having said that I’d like to be able to see progress month-by-month.

For our firm, I think we’ve finally locked in a method that we’re sticking with. In order for us to really utilize this…[Read more]

]]> 26a0f6a21df9e8f3b98cb03d77adaa21 Casey Kimbler joined the group Integrations https://social.orionadvisor.com/activity/p/7347/ Mon, 11 Dec 2017 20:33:39 -0600 0 019f5651b3d860ca077352427dbe8dae Casey Kimbler joined the group Performance https://social.orionadvisor.com/activity/p/7346/ Mon, 11 Dec 2017 20:33:17 -0600 0 f014943d7bf27542567aec50963a81bf Casey Kimbler joined the group Reporting https://social.orionadvisor.com/activity/p/2874/ Tue, 30 May 2017 13:49:39 -0500 0 5d542c76e08850ddf17d3ca6fd97f590 Casey Kimbler joined the group Billing https://social.orionadvisor.com/activity/p/2748/ Fri, 19 May 2017 21:16:28 -0500 0 4e0a05a61c949c858350e2c2327f2da5 Casey Kimbler and Carrie Thompson are now friends https://social.orionadvisor.com/activity/p/1464/ Thu, 13 Apr 2017 18:03:42 -0500 0 e1f33d76e4c7c8930f731ff5af76c6dc Casey Kimbler and Jessica Dawe are now friends https://social.orionadvisor.com/activity/p/1211/ Wed, 12 Apr 2017 17:11:43 -0500 0 a5d02b66faabeb74833cbb9a36bcedaf Casey Kimbler posted an update: @cathamiltoncapital-com test https://social.orionadvisor.com/activity/p/1189/ Wed, 12 Apr 2017 15:41:04 -0500 @cathamiltoncapital-com test

]]> 1 b1d7e6de32658890f1d8d0a03e1e043c Casey Kimbler changed their profile picture https://social.orionadvisor.com/activity/p/713/ Mon, 10 Apr 2017 15:45:11 -0500 0