Orion Social | Karen Benner | Friends Activity https://social.orionadvisor.com/members/karenpetersonwealth-com/activity/friends/ Activity feed for Karen Benner's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 22c4e2840553c5cad430a1a606334a31 Jina Horton changed their profile picture https://social.orionadvisor.com/activity/p/6889/ Wed, 18 Oct 2017 18:22:21 -0500 0 74b674932272ed6f95e3a484e5adf95e Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/5873/#acomment-5880 Mon, 21 Aug 2017 14:53:07 -0500 @allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.

In reply to - Allen Padilla posted an update 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 […] ]]> ae1251e9dc593f39db55f4ae07402c9e Allen Padilla posted an update: Hi @jina-horton, I hope you are doing well. You are my guru, […] https://social.orionadvisor.com/activity/p/5873/ Fri, 18 Aug 2017 16:50:54 -0500 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]

]]> 1 b782e7a41d146073527c496b4ea26e43 Allen Padilla posted a new activity comment https://social.orionadvisor.com/activity/p/5615/#acomment-5619 Wed, 26 Jul 2017 18:46:34 -0500 Wait…. did I just read that the Ascent attendees are going to the U2 concert!?!?

In reply to - Allen Padilla posted an update 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 […] ]]> 19e75f9ae8da7a8679a90df30f0164ff Allen Padilla posted an update: Hi @jina-horton, I hope you are a having a nice summer. […] https://social.orionadvisor.com/activity/p/5615/ Wed, 26 Jul 2017 17:45:05 -0500 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….

]]> 1 6936a061594c7ec5bbdb97f5a43da66a Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/ascent-2017/ Mon, 17 Jul 2017 17:55:39 -0500 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]

]]> 083335d59509f157a7c17762eabd26da Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/ascent-2017/ Mon, 17 Jul 2017 17:55:39 -0500 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?

]]> b0b317f5abb771932d3acdf4a60e98fd Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/#post-1839 Wed, 12 Jul 2017 21:02:28 -0500 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]

]]> 63f5979318350a0d5fcdb581472d1dd7 Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? https://social.orionadvisor.com/activity/p/5405/ Wed, 12 Jul 2017 20:42:09 -0500 0 2ef2ed24478d93e4c139123c74087490 Dylan Mahler replied to the topic Orion Social - Smart Card Feed to Replace My Activity Feed in the forum Ideas https://social0.wpengine.com/forums/topic/smart-card-feed-to-replace-my-activity-feed/#post-1829 Wed, 12 Jul 2017 14:21:14 -0500 @amanda-steinspring @orion_astraea Here are a few mockups.

]]> 7ececc5ba978f45c4ea96ebe8830bd16 Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/4946/#acomment-4965 Fri, 23 Jun 2017 15:53:57 -0500 @allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!

In reply to - Allen Padilla posted an update @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. ]]> 79eb6ff6c04844c2002e35ccc17254b8 Allen Padilla and Ray Shirley are now friends https://social.orionadvisor.com/activity/p/4955/ Fri, 23 Jun 2017 14:48:17 -0500 0 6b2985db14cba2ba4d53578ee779f948 Allen Padilla posted an update: @jina-horton, Thank you for sharing your awesomeness with us […] https://social.orionadvisor.com/activity/p/4946/ Thu, 22 Jun 2017 22:06:52 -0500 @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.

]]> 1 09195a70b8151ac8087333f48342a554 Jina Horton replied to the topic Unmanaged Asset Options in the forum Performance https://social0.wpengine.com/forums/topic/unmanaged-asset-options/#post-1535 Mon, 19 Jun 2017 19:12:06 -0500 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!

]]> b72687cf787f370690cb1caf511b0c45 Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? https://social.orionadvisor.com/activity/p/4613/ Wed, 14 Jun 2017 13:08:47 -0500 0 ef1128b8d063717ceb15786cee0ef807 Dylan Mahler started the topic Orion Billing Release Notes - 5/13 in the forum Billing https://social0.wpengine.com/forums/topic/1143/ Mon, 22 May 2017 16:57:53 -0500 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]

]]> 9d4616efa7d191eff7854e95f0c3c5af Allen Padilla and Lesli Selle are now friends https://social.orionadvisor.com/activity/p/2745/ Fri, 19 May 2017 18:00:34 -0500 0 ef63e8f0fb320e1ebdc64f5ef05ccf87 Allen Padilla posted an update: @lesli-selle Thank you for your help. Would you mind adding […] https://social.orionadvisor.com/activity/p/2616/ Fri, 12 May 2017 19:51:21 -0500 @lesli-selle Thank you for your help. Would you mind adding me as a friend?

]]> 0 bef63575a9718f972022542b8cc79e7f Jina Horton replied to the topic Cancelled Accounts - Still count for performance? in the forum Performance https://social0.wpengine.com/forums/topic/cancelled-accounts-still-count-for-performance/#post-1084 Wed, 10 May 2017 22:56:09 -0500 @bretttru-ind-com That’s correct! You are very welcome, and thanks again for asking!

]]> e0bb70d8b75b3adbf747f8805d445904 Jina Horton replied to the topic Cancelled Accounts - Still count for performance? in the forum Performance https://social0.wpengine.com/forums/topic/cancelled-accounts-still-count-for-performance/#post-1081 Wed, 10 May 2017 20:16:05 -0500 @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.

]]> 8910cc8685fe36f613bff5ae39dca797 Allen Padilla joined the group Performance https://social.orionadvisor.com/activity/p/2574/ Wed, 10 May 2017 16:45:48 -0500 0 f4283fa2b569122b6ef51839839c4db8 Allen Padilla and Michaela Faires are now friends https://social.orionadvisor.com/activity/p/2538/ Wed, 10 May 2017 14:32:16 -0500 0 bf392d757d493b2306f7606d18eb1b9c Jina Horton voted up to the topic FAQ Friday: Blended Benchmark Indices - TR vs PR by Joe Porter https://social.orionadvisor.com/activity/p/2509/ Mon, 08 May 2017 20:26:09 -0500 0 bee6a3dc655a9f7eb5d12e88134ccd96 Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/#post-1037 Fri, 05 May 2017 14:05:58 -0500 @tarrah-hovendickclsinvest-com @zlindgrenwilliams-financial-com I certainly agree with you there. We have a project submitted to have bills invalidated rather than deleted, so it more accurately reflects how this was handled in our legacy system. As of right now, the project is still being estimated, so I don’t think it will role out with the May…[Read more]

]]> 5d64b33afeda40f131cbf3fa44c3d114 Dylan Mahler voted up to a reply by Dylan Mahler in the topic Bill Generator - What are some enhancements that you recommend? https://social.orionadvisor.com/activity/p/2376/ Tue, 02 May 2017 15:28:37 -0500 0 65c32ad38ecd1b6d1989b7af02f812b2 Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/#post-1017 Tue, 02 May 2017 15:06:35 -0500 Thanks for sharing @zlindgrenwilliams-financial-com! We are discussing this for future product development of the Bill Generator. This is an issue we have noticed when generating reruns – it deletes them from the original instance they were generated in and moves them to a “Not Generated” status. This can cause issues if the Bill Instance is…[Read more]

]]> 11747ba779c01d31789fb10d45dfa535 Dylan Mahler voted up to a reply by Dylan Mahler in the topic Bill Generator - What are some enhancements that you recommend? https://social.orionadvisor.com/activity/p/2369/ Tue, 02 May 2017 15:02:52 -0500 0 2db3404b3891c9ec73f849f6b5358607 Dylan Mahler and Stacy McMartin are now friends https://social.orionadvisor.com/activity/p/2318/ Mon, 01 May 2017 17:52:06 -0500 0 41d11af713d71575a9e0b0baed27ea10 Dylan Mahler replied to the topic Forecasting - Bill Generator in the forum Billing https://social0.wpengine.com/forums/topic/forecasting-bill-generator/#post-980 Fri, 28 Apr 2017 13:28:22 -0500 @trasborgpcjmltd-com Thanks for sharing. We have a project in for development to include Forecast Bills in billing sub-reports. It is still in the estimate phase, so once we can determine the scope of this project we will be able to provide a time frame for this release and we will be sure to let you know!

]]> c6f72b274cd6b1fdda4ead98c1be48ed Dylan Mahler voted up to a reply by Dylan Mahler in the topic Forecasting - Bill Generator https://social.orionadvisor.com/activity/p/2271/ Fri, 28 Apr 2017 13:17:35 -0500 0 6a0305bbf469b6c3a57e4bc816bdb41d Dylan Mahler replied to the topic Bill Generator - How much time has this saved your firm? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-how-much-time-has-this-saved-your-firm/#post-977 Fri, 28 Apr 2017 13:09:35 -0500 Thanks for sharing your experience, @vrogersschneiderdowns-com. We are discussing options for enhancements of the Bill Generator and a frequent request is more control over the Fee File generation. We’re working through the logistics of how this would function to ensure that it would create the least amount of hassle for the advisor. Ideally, we…[Read more]

]]> e9bc4d2e3b4dcc55eaa8786884d184d5 Dylan Mahler replied to the topic Bill Generator - How much time has this saved your firm? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-how-much-time-has-this-saved-your-firm/#post-977 Fri, 28 Apr 2017 13:09:35 -0500 Thanks for sharing your experience, @vrogersschneiderdowns-com. We are discussing options for enhancements of the Bill Generator and a frequent request is more control over the Fee File generation. We’re working through the logistics of how this would function to ensure that it would create the least amount of hassle for the advisor. Ideally, we…[Read more]

]]> 16f21ac3f954420cb8ea981f813eb75c Dylan Mahler voted up to a reply by Dylan Mahler in the topic Bill Generator - How much time has this saved your firm? https://social.orionadvisor.com/activity/p/2266/ Fri, 28 Apr 2017 12:58:28 -0500 0 9dcefa910f8b67afbbc342460458cec0 Dustin Garrett and Karen Benner are now friends https://social.orionadvisor.com/activity/p/2246/ Thu, 27 Apr 2017 21:17:59 -0500 0 166029ad4c04c8f8f78849664889d9dc Dylan Mahler started the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/ Wed, 26 Apr 2017 16:59:23 -0500 We want to know how you’re using the billing apps and what we can add next to improve your billing toolbox. Let us know some of your ideas and improvements in the comments below!

]]> cc2d0be89001392d7e53ef9059f82732 Dylan Mahler started the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/ Wed, 26 Apr 2017 16:59:23 -0500 We want to know how you’re using the Bill Generator and what we can add next to improve this tool. Let us know some of your ideas and improvements in the comments below!

]]> ea1fe2586300b8af362baa7ebb745e0a Dylan Mahler and Lindsey Fischer are now friends https://social.orionadvisor.com/activity/p/1875/ Wed, 19 Apr 2017 19:18:33 -0500 0 1cfaa85464bf891be38c5a4ad115b5a8 Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/1038/#acomment-1723 Tue, 18 Apr 2017 18:33:54 -0500 Of course I would be your friend! Hope you are well!

In reply to - Karen Benner posted an update @jina-horton hey jina….will you be my friend??? ]]> 53eb67d5d1f660a014c9e3da889d283e Dylan Mahler and Adam Palmer are now friends https://social.orionadvisor.com/activity/p/1633/ Tue, 18 Apr 2017 14:30:19 -0500 0 f6567f3e85355d1b64e7ab787ac8e58b Dylan Mahler started the topic Useful Billing Audit Queries in the forum Billing https://social0.wpengine.com/forums/topic/useful-billing-audit-queries/ Tue, 18 Apr 2017 13:55:22 -0500 Below is a list of commonly used billing queries in our system. If you use any queries on a frequent basis that aren’t listed here, comment in the section below. Your custom queries may be useful to other advisors!
Household Level

All Households – All Households within the system.

Not Ready – Status that households can be set to so a b…[Read more]

]]> bce22f04b80939ba34fc9954ad5019cd Allen Padilla and Laura Behrens are now friends https://social.orionadvisor.com/activity/p/1613/ Mon, 17 Apr 2017 19:53:41 -0500 0 e5f19baa160fe13bdac930a2615f9f57 Dylan Mahler and Tyler Wood are now friends https://social.orionadvisor.com/activity/p/1608/ Mon, 17 Apr 2017 19:27:13 -0500 0 ea44e1e32862d03a9e475f2a7e56aaa3 Allen Padilla and Christopher Voorhees are now friends https://social.orionadvisor.com/activity/p/1554/ Mon, 17 Apr 2017 13:25:20 -0500 0 c6a0322b4a57f1e8758cc4a270c2100f Dylan Mahler started the topic Billing Audit Files - Explained in the forum Billing https://social0.wpengine.com/forums/topic/billing-audit-files-explained/ Fri, 14 Apr 2017 15:10:20 -0500 Curious what those audit files you create in each Bill Generator Instance do? Here’s a brief description on what each of these represent.

Forecast Reconciliation Data – shows any discrepancies between the Payable Summary and the Billing Data, as well as any outliers in the data such as outside of days in cycle over 90 days, or any fee p…[Read more]

]]> 357284cdf61fcdf2ca80c53e71dbc3b4 Dylan Mahler started the topic What's your favorite feature of Orion's Billing system? in the forum Billing https://social0.wpengine.com/forums/topic/whats-your-favorite-feature-of-orions-billing-system/ Thu, 13 Apr 2017 21:04:27 -0500 What’s your favorite feature of Orion’s Billing system?

Let us know in the comments below!

]]> 042e9f49fdb6be24c03af47f147a1c13 Dylan Mahler started the topic What's your favorite feature of Orion's Billing system? in the forum Billing https://social0.wpengine.com/forums/topic/whats-your-favorite-feature-of-orions-billing-system/ Thu, 13 Apr 2017 21:04:27 -0500 Let us know in the comments below!

]]> 961ff6baaf5994e372615df1776516ba Dylan Mahler and Jason Glissman are now friends https://social.orionadvisor.com/activity/p/1349/ Thu, 13 Apr 2017 16:11:29 -0500 0 7b02f8acece1486e7396ec945f9da779 Dylan Mahler and Lisa Turner are now friends https://social.orionadvisor.com/activity/p/1322/ Thu, 13 Apr 2017 15:58:56 -0500 0 4fa655e8fbc3e11b6da1a7046b380f26 Dylan Mahler replied to the topic Bill Generator - How much time has this saved your firm? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-how-much-time-has-this-saved-your-firm/#post-794 Thu, 13 Apr 2017 13:18:27 -0500 @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!

]]> 04dc94fcc14e7f8da6b42c6652dfc2b4 Dylan Mahler voted up to a reply by Dylan Mahler in the topic Bill Generator - How much time has this saved your firm? https://social.orionadvisor.com/activity/p/1268/ Thu, 13 Apr 2017 13:07:31 -0500 0