Jina Horton
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Becca Sarratt and
Jason Slininger are now friends 9 years, 1 month ago
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Brad Corrigan and
Lisa Valentine are now friends 9 years, 1 month ago
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Ray Shirley and
Nate Lozeau are now friends 9 years, 1 month ago
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Ray Shirley and
Benjamin Rawlings are now friends 9 years, 1 month ago
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Ray Shirley joined the group
Platform Support 9 years, 1 month ago -
Ray Shirley and
Tyler Magnussen are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Brad Corrigan and
Candy Chrisman are now friends 9 years, 2 months ago
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Allen Padilla posted an update 9 years, 2 months ago
Hi @jina-horton, I hope you are doing well. You are my guru, sensei, master. I come to you with another question. Again, not necessarily a case question, but more of a learning question. I would like to have a discussion about “Change History” and its effect on the Composite performance. Would you mind giving me a call when you have some time…[Read more]
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@allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.
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Ray Shirley voted up to a reply by Jennifer Burton in the topic Quik! Integration for TAMPS 9 years, 2 months ago
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Renee Fast and
Danny Brown are now friends 9 years, 2 months 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]
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Ray Shirley and
Erin Warner are now friends 9 years, 2 months ago -
Ray Shirley and
Todd Bertucci are now friends 9 years, 2 months ago -
Ray Shirley and
Jennifer Friederich are now friends 9 years, 2 months ago
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Ray Shirley and
Jared Jollensten are now friends 9 years, 2 months ago
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Amanda Steinspring replied to the topic Orion Social – Ideas in the forum Ideas 9 years, 2 months ago
Need to have the ability to convert Forum topics to Ideas & a merge tool to combine similar posts
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Amanda Steinspring replied to the topic Orion Social – Ideas in the forum Ideas 9 years, 2 months ago
Ability to convert Forum topics to Ideas
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Amanda Steinspring voted up to a reply by Amanda Steinspring in the topic Orion Social – Ideas 9 years, 2 months ago
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Allen Padilla posted an update 9 years, 2 months ago
Hi @jina-horton, I hope you are a having a nice summer. Filled with hikes and donuts.
I have a quick performance question which isn’t a “case”-type of question. Where would l look to find a report/view of a model’s (and its underlying assets) performance over different periods of time?
I am saddened we are going to miss Ascent. Next year….
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Wait…. did I just read that the Ascent attendees are going to the U2 concert!?!?
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