Karen Benner

Jina Horton changed their profile picture 8 years, 12 months ago
Allen Padilla posted an update 9 years, 1 month 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]
- Jina Horton replied 9 years, 1 month ago
  
  @allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.
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….
- Allen Padilla replied 9 years, 2 months ago
  
  Wait…. did I just read that the Ascent attendees are going to the U2 concert!?!?
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?

Ascent 2017

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?
Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 3 months ago

Thanks for sharing @ryanabacuswealth-com, I appreciate your feedback! We do have the option to create fee files for multiple instances from the bill instance screen given that the bill status is set to “Fee Files Needed.” If you generated a forecast bill for all households and then your live bills by custodian, rep, or even by a list of…[Read more]
Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 3 months ago
Dylan Mahler replied to the topic Orion Social – Smart Card Feed to Replace My Activity Feed in the forum Ideas 9 years, 3 months ago

@amanda-steinspring @orion_astraea Here are a few mockups.
Allen Padilla and Ray Shirley are now friends 9 years, 3 months ago
Allen Padilla posted an update 9 years, 3 months ago

@jina-horton, Thank you for sharing your awesomeness with us today. We always appreciate your kind and thoughtful service. You are one of a kind.
- Jina Horton replied 9 years, 3 months ago
  
  @allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!
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!
Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 4 months ago
Dylan Mahler started the topic Orion Billing Release Notes – 5/13 in the forum Billing 9 years, 4 months ago

ORION BILLING RELEASE NOTES

Last week we added some new features to our Billing Apps. Below is a list of new features or changes that have been added. Let us know if you have any feedback or questions on the updates below and definitely let us know how this update has helped your firm!

Adds the option to show all outstanding bills for…[Read more]
Allen Padilla and Lesli Selle are now friends 9 years, 5 months ago
Allen Padilla posted an update 9 years, 5 months ago

@lesli-selle Thank you for your help. Would you mind adding me as a friend?
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!
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.
Allen Padilla joined the group Performance 9 years, 5 months ago
Allen Padilla and Michaela Faires are now friends 9 years, 5 months ago
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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Karen Benner

@karenpetersonwealth-com