Jennifer Friederich
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Ray Shirley joined the group
Compliance 8 years ago -
Becca Sarratt and
Kami Covey are now friends 8 years, 2 months ago
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Becca Sarratt and
Austin Wulff are now friends 8 years, 2 months ago
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Becca Sarratt and
Kayla Osterfoss are now friends 8 years, 2 months ago -
Tricia Drexel replied to the topic Trends: Firm Level Goals in the forum Reporting 8 years, 3 months ago
1. After an advisor uploads firm goals to trends, can another advisor level user run the data query and populate new goals; thus overriding what someone else set?
2. Can there be different Firm Level Goals uploaded by users and viewable among all advisor level users in the database (e.g. for different Business Lines within the DB)? Or does each…[Read more] -
Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting 8 years, 3 months ago
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]
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Becca Sarratt and
Sharlene Vogel are now friends 8 years, 4 months ago
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Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting 8 years, 6 months ago
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]
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Ray Shirley joined the group
Trading 8 years, 6 months ago -
Melissa McCune's profile was updated 8 years, 6 months ago
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Ray Shirley replied to the topic Financial Planning and Orion integration in the forum Integrations 8 years, 7 months ago
Speaking purely to the MGP integration with Orion, while we aren’t able to send multiple accounts from different households to one plan or multiple households to one plan in MoneyGuidePro, MGP allows you to assign accounts to specific goals in the plan within their investment assets area of the plan. I believe MGP also has a separate conversation…[Read more]
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Ray Shirley and
Kate Goodby are now friends 8 years, 7 months ago -
Ray Shirley changed their profile picture 8 years, 7 months ago
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Becca Sarratt and
Jill Osmera are now friends 8 years, 7 months ago -
Ray Shirley and
Alex Svehla are now friends 8 years, 8 months ago
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Ray Shirley and
Karin Kingkade are now friends 8 years, 8 months ago
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Melissa McCune and
Tanner Bock are now friends 8 years, 10 months ago
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Brad Corrigan and
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Becca Sarratt and
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Ray Shirley and
Josh Benson are now friends 8 years, 10 months ago - Load More
