Jina Horton
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Becca Sarratt and
Matt Henry are now friends 9 years, 6 months ago
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Rodney Mottl changed their profile picture 9 years, 6 months ago
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Becca Sarratt and
Jace Nelson are now friends 9 years, 6 months ago
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Becca Sarratt started the topic Insight – How is your firm using this application? in the forum Reporting 9 years, 6 months ago
Tell us what you like and don’t like. Also, do you have any ideas for new development?
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Renee Fast and
Haley Knapp are now friends 9 years, 6 months ago
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Rodney Mottl joined the group
Billing 9 years, 6 months ago -
Dylan Mahler replied to the topic Bill Generator – How much time has this saved your firm? in the forum Billing 9 years, 6 months ago
@klabeauneburnhamgibson-com Thanks for sharing your experience with us! Sorry to hear about the issues with fee files. We’re interested in how you think we could improve the fee file generation process as we develop the user experience with our new Bill Generator tool. If you have any insights please shoot us an email at billing@orionadvisor.com!
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Dylan Mahler voted up to a reply by Dylan Mahler in the topic Bill Generator – How much time has this saved your firm? 9 years, 6 months ago
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Dylan Mahler and
Erika Jessop are now friends 9 years, 6 months ago -
Erin Warner voted up to a reply by Erin Warner in the topic Trade Date vs Settle Date 9 years, 6 months ago
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Erin Warner started the topic Remark Transactions in the forum Recon 9 years, 6 months ago
The Remark transaction is often misunderstood in the World of Orion Transactions. A Remark is a transaction used as a means of communication from the Custodian to pass along pieces of information. For example, a change in a download symbol (i.e. Ticker/Cusip).
The Remark has no impact on the asset value, account value, performance or reports.…[Read more] -
Renee Fast and
Justin Eatherton are now friends 9 years, 6 months ago
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Allen Padilla and
Joe Peldo are now friends 9 years, 6 months ago -
Dylan Mahler and
Joe Peldo are now friends 9 years, 6 months ago -
Renee Fast and
Joe Peldo are now friends 9 years, 6 months ago -
Renee Fast and
Brian Schmitz are now friends 9 years, 6 months ago
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Dylan Mahler and
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Brad Corrigan and
Quin Kilgore are now friends 9 years, 6 months ago
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Renee Fast and
Bob Lamberty are now friends 9 years, 6 months ago -
Brad Corrigan posted an update 9 years, 6 months ago
@valentine_bj Hey!
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