Orion Social | Jina Horton | Friends Activity https://social.orionadvisor.com/members/jina-horton/activity/friends/ Activity feed for Jina Horton's friends. Wed, 14 Oct 2026 19:26:47 -0500 https://buddypress.org/?v= en-US 30 hourly 2 334afee40b303720f720a8e88454bb08 Erin Warner joined the group Integrations https://social.orionadvisor.com/activity/p/10829/ Tue, 08 Jan 2019 15:10:18 -0600 0 b2a9cde5ad7bc36f1cf3c1afd796d2fc Ray Shirley joined the group Compliance https://social.orionadvisor.com/activity/p/10410/ Wed, 03 Oct 2018 14:50:54 -0500 0 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 5ecc7761c742c51e6ca66f690717a004 Erin Warner started the topic To all of those who will be joining us at Ascent 2018!.... in the forum Recon https://social0.wpengine.com/forums/topic/to-all-of-those-who-will-be-joining-us-at-ascent-2018/ Wed, 30 May 2018 13:01:54 -0500 We look forward to seeing everyone who has already registered for the conference in September! In recent Orion Technology Build Releases there has been lots of new development to enhance data within Orion.
Don’t miss learning about updates that have been made to better manage Held Away Accounts (I.E. ByAll and Quovo). Also, be sure to join the…[Read more]

]]> 463f7bc9de3499985271f7380653e29f Erin Warner started the topic Who will be joining us for the Ascent conference in September!? in the forum Recon https://social0.wpengine.com/forums/topic/who-will-be-joining-us-for-the-ascent-conference-in-september/ Thu, 10 May 2018 20:10:03 -0500 Not sure about all of you, but being able to work, network and learn about Orion all within steps from the ocean…sounds too good to be true. Alas, that is exactly what will be happening at the Orion Ascent 2018 conference.
Several experts from the Data Reconciliation team will be available during the conference and would love to meet…[Read more]

]]> 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]

]]> 4f704d8238afce6d2f790fbf233de9de Ray Shirley joined the group Trading https://social.orionadvisor.com/activity/p/8648/ Tue, 03 Apr 2018 13:22:24 -0500 0 0f07e744d6294ac6359723052e876e91 Stacy McMartin and Alexa Hansen are now friends https://social.orionadvisor.com/activity/p/8638/ Mon, 02 Apr 2018 14:59:09 -0500 0 94b4eb0406511cfea6f45cb454e874c8 Ray Shirley replied to the topic Financial Planning and Orion integration in the forum Integrations https://social0.wpengine.com/forums/topic/financial-planning-and-orion-integration/#post-31359 Fri, 09 Mar 2018 22:25:22 -0600 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]

]]> 8987c02f4395fbba1aa40e28e03cba99 Ray Shirley and Kate Goodby are now friends https://social.orionadvisor.com/activity/p/8441/ Thu, 08 Mar 2018 19:00:33 -0600 0 c6f5c8bc5063ed047e026bc35a85f94c Ray Shirley changed their profile picture https://social.orionadvisor.com/activity/p/8381/ Fri, 02 Mar 2018 15:27:49 -0600 0 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 b3a1e1eeaeccb2335bc695b1e1d4e683 Stacy McMartin changed their profile picture https://social.orionadvisor.com/activity/p/8312/ Fri, 23 Feb 2018 21:50:25 -0600 0 1db2506b8cb1b737091d38ea298c0e8c Ray Shirley and Alex Svehla are now friends https://social.orionadvisor.com/activity/p/7873/ Wed, 24 Jan 2018 20:51:36 -0600 0 75db429da77fcb940f0c6a652fbe05db Ray Shirley and Karin Kingkade are now friends https://social.orionadvisor.com/activity/p/7869/ Wed, 24 Jan 2018 20:29:33 -0600 0 8d39f76c61dd8cb65f3b952a3407c099 Brad Corrigan and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7395/ Thu, 14 Dec 2017 15:55:09 -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 5983e65b5a4adf1fedf43b47cb1508b4 Ray Shirley and Josh Benson are now friends https://social.orionadvisor.com/activity/p/7269/ Tue, 05 Dec 2017 20:20:40 -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 4c828f6fa46713dc1790214b3ca74b68 Ray Shirley and Tyler Vacek are now friends https://social.orionadvisor.com/activity/p/6973/ Fri, 27 Oct 2017 18:58:44 -0500 0 40c99a6c77125a4e040177634776713b Joe Porter posted a new activity comment https://social.orionadvisor.com/activity/p/6360/#acomment-6536 Fri, 13 Oct 2017 18:36:07 -0500 @solonbernhardtwealth-com Thanks and sorry for taking so long to get back to you. I just saw this pop up. The blog is found at https://www.orionadvisor.com/category/performance-composites/.

In reply to - Solon Vlasto posted an update Hi @joe-porter, great presentation at Ascent… you mentioned you have a blog somewhere, I’ve looked around and cannot locate. Can you point me in the right direction? ]]> 1da113d286751c6753f0e09c902e7175 Joe Porter posted a new activity comment https://social.orionadvisor.com/activity/p/6360/#acomment-6535 Fri, 13 Oct 2017 18:35:18 -0500 @solonbernhardtwealth-com Thanks and sorry for taking so long to get back to you. I just saw this pop up. The blog is found at https://www.orionadvisor.com/category/performance-composites/.

In reply to - Solon Vlasto posted an update Hi @joe-porter, great presentation at Ascent… you mentioned you have a blog somewhere, I’ve looked around and cannot locate. Can you point me in the right direction? ]]> 686cf7e2cdb3138d0602a61a64527057 Joe Porter posted a new activity comment https://social.orionadvisor.com/activity/p/6360/#acomment-6534 Fri, 13 Oct 2017 18:34:38 -0500 @solonbernhardtwealth-com Thanks and sorry for taking so long to get back to you. I just saw this pop up. The blog is found at https://www.orionadvisor.com/category/performance-composites/.

In reply to - Solon Vlasto posted an update Hi @joe-porter, great presentation at Ascent… you mentioned you have a blog somewhere, I’ve looked around and cannot locate. Can you point me in the right direction? ]]> bda69fde1591552c4ce3da04eef14180 Ray Shirley joined the group Performance https://social.orionadvisor.com/activity/p/6445/ Thu, 12 Oct 2017 19:11:33 -0500 0 f4232792607c3f1e18b203ef24d5343c Ray Shirley and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6427/ Wed, 11 Oct 2017 18:52:18 -0500 0 0090ea4d75ddc5d9291c8f37a3b54259 Ray Shirley posted an update: studying for the CFP https://social.orionadvisor.com/activity/p/6418/ Tue, 10 Oct 2017 21:39:46 -0500 studying for the CFP

]]> 0 0317a643dd495e55084c6cfc5d984dd5 Brad Corrigan and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6369/ Wed, 04 Oct 2017 20:30:32 -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 02e4ee04a9059e36dc26f710ed9e022c Erin Warner posted a new activity comment https://social.orionadvisor.com/activity/p/6155/#acomment-6281 Wed, 27 Sep 2017 14:32:25 -0500 Hi Bruce! I’m glad you located the course. We created an Orion Social Forum Topic to gather thoughts and feedback in regards to the App (Ascent 2017 – Account Composer) so please let us know what you think!

In reply to - Bruce Thompson posted an update @erin-warner, @carlatwmltd-com — Erin missed your class on account composer — can you point me to more info about it. Thanks!! ]]> 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 7d7494ddcc37242456254a439bd70497 Erin Warner started the topic Ascent 2017 - New Custodial Interface Suggestions in the forum Recon https://social0.wpengine.com/forums/topic/ascent-2017-new-custodial-interface-suggestions/ Fri, 15 Sep 2017 22:04:39 -0500 Have a suggestion you would like to see developed in Orion? In your request, please include: your name & contact information, name of Custodian or data Provider, and whether or not you have a contact at said company, along with their contact information.

]]> e1b3ee7c9e2f6b077ac5bff1fef714a2 Erin Warner started the topic Ascent 2017 - Account Composer in the forum Recon https://social0.wpengine.com/forums/topic/ascent-2017-account-composer/ Fri, 15 Sep 2017 21:59:21 -0500 What did you think about the Account Composer app? Please use this topic to provide thoughts and feedback for development consideration.

]]> 76d6570dc7e6f44ea585758a709dc013 Stacy McMartin and Amy Strickland are now friends https://social.orionadvisor.com/activity/p/6138/ Fri, 15 Sep 2017 18:29:14 -0500 0 6695b91c7c74f11685da77ea7ae68a7c Ray Shirley and Amy Strickland are now friends https://social.orionadvisor.com/activity/p/6137/ Fri, 15 Sep 2017 18:29:13 -0500 0 23f11bb841f7819cc80260f44b467528 Laura Behrens and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6079/ Mon, 11 Sep 2017 15:24:12 -0500 0 b44eb320f18ecd6dcc05730ea0657064 Brad Corrigan and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6077/ Mon, 11 Sep 2017 15:24:09 -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 b834998a35cc801a307fc46b0fe72a26 Brad Corrigan and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6057/ Fri, 08 Sep 2017 15:54:31 -0500 0 4699dd5d55ee0ef71140c7c64546f4f2 Ray Shirley and Nate Lozeau are now friends https://social.orionadvisor.com/activity/p/6033/ Wed, 06 Sep 2017 17:02:37 -0500 0 a7a45026d5e4d48ddaf705939cd9b765 Ray Shirley and Benjamin Rawlings are now friends https://social.orionadvisor.com/activity/p/6024/ Tue, 05 Sep 2017 19:57:02 -0500 0 81456203895fff84c2cae8f1bb3f9b7e Ray Shirley joined the group Platform Support https://social.orionadvisor.com/activity/p/5905/ Wed, 23 Aug 2017 19:09:22 -0500 0 ac780bcb3ab819045d8e31bf2321f4c6 Ray Shirley and Tyler Magnussen are now friends https://social.orionadvisor.com/activity/p/5901/ Wed, 23 Aug 2017 15:22:39 -0500 0