Jina Horton
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Jina Horton changed their profile picture 8 years, 12 months ago
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Jina Horton posted a new activity comment 9 years, 1 month ago
@allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.
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Jina Horton started the topic in the forum Performance 9 years, 3 months ago
Ascent 2017 is quickly approaching! With 5 sessions dedicated to Performance, we’re sure you’ll leave the conference with a wealth of knowledge.
Which session are you most excited to attend and what are you hoping to gain from it?
Session#3 – Helping You Understand Your Client’s Performance – An In-Depth Experience
Session#6 – P…[Read more] -
Jina Horton started the topic in the forum Performance 9 years, 3 months ago
Ascent 2017 is quickly approaching! With 5 sessions dedicated to Performance, we’re sure you’ll leave the conference with a wealth of knowledge.
Which session are you most excited to attend and what are you hoping to gain from it?
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Jina Horton posted a new activity comment 9 years, 3 months ago
@allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!
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Ray Shirley and
Jina Horton are now friends 9 years, 3 months ago -
Jina Horton replied to the topic Unmanaged Asset Options in the forum Performance 9 years, 3 months ago
Thank you, Brad. We are looking at tracking Change History for excluding Assets, but we want to make sure Composites handle them correctly. To be sure of this, we are talking to a third party verification firm to make sure Composites are handled correctly with this feature enabled. Thanks again!
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Jill Cartano and
Jina Horton are now friends 9 years, 5 months ago -
Devyn Spencer and
Jina Horton are now friends 9 years, 5 months ago -
Jina Horton replied to the topic Cancelled Accounts – Still count for performance? in the forum Performance 9 years, 5 months ago
@bretttru-ind-com That’s correct! You are very welcome, and thanks again for asking!
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Jina Horton replied to the topic Cancelled Accounts – Still count for performance? in the forum Performance 9 years, 5 months ago
@bretttru-ind-com That’s a great question! Providing that the Household is still Active and has a value, that the Account(s) was “Managed”, and that the setting used on the Report or at your firm level is set to include “All Accounts”, then the cancelled Account(s) would still be included in in performance.
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Jina Horton voted up to the topic FAQ Friday: Blended Benchmark Indices – TR vs PR by Joe Porter 9 years, 5 months ago
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Jina Horton posted a new activity comment 9 years, 6 months ago
Of course I would be your friend! Hope you are well!
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Woohoo! Thanks, Jina!!
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Laura Behrens and
Jina Horton are now friends 9 years, 6 months ago -
Jina Horton and
Rodney Mottl are now friends 9 years, 6 months ago -
Amy Strickland and
Jina Horton are now friends 9 years, 6 months ago -
Blair Rumbaugh and
Jina Horton are now friends 9 years, 6 months ago -
Renee Fast and
Jina Horton are now friends 9 years, 6 months ago -
Karen Benner and
Jina Horton are now friends 9 years, 6 months ago -
Dylan Mahler and
Jina Horton are now friends 9 years, 6 months ago - Load More
