Orion Social | Kayleigh Peterson | Activity https://social.orionadvisor.com/members/kayleigh-peterson/activity/ Activity feed for Kayleigh Peterson. Wed, 14 Oct 2026 19:26:47 -0500 https://buddypress.org/?v= en-US 30 hourly 2 0516c81b4b4573ab06259001921e05f0 Kayleigh Peterson replied to the topic Historical Data Conversions - Zero Out and Active vs Non Active in the forum Onboarding https://social0.wpengine.com/forums/topic/historical-data-conversions-zero-out-and-active-vs-non-active/#post-1445 Wed, 14 Jun 2017 20:51:00 -0500 @greg-skidmorebelpointe-com Currently, the ability to run a second database would not work for historical conversions. We need to be able to line up the historical account to the starting values of the live downloading accounts, as well as map products and use the local pricing table that is in place. The merging of the two accounts is required to…[Read more]

]]> a67d784a0b29ecd9319746ca9f371462 Kayleigh Peterson replied to the topic Historical Data Conversions - Zero Out and Active vs Non Active in the forum Onboarding https://social0.wpengine.com/forums/topic/historical-data-conversions-zero-out-and-active-vs-non-active/#post-1070 Tue, 09 May 2017 18:55:26 -0500 @greg-skidmorebelpointe-com
When Orion reconciles accounts historically, we are reconciling to the live downloading account’s starting value and essentially reconciling the historical account backward down to a zero value. Due to the nature of how the reconciliation works, we cannot zero out accounts until they are fully reconciled, and it must be…[Read more]

]]> 015513246eaa6d2f2150d1aa453e39f3 Kayleigh Peterson changed their profile picture https://social.orionadvisor.com/activity/p/1692/ Tue, 18 Apr 2017 16:52:25 -0500 0 b4b96825c14d42569f6dfe6736960d07 Kayleigh Peterson replied to the topic New Accounts - What does a typical new account process review look like to you? in the forum Onboarding https://social0.wpengine.com/forums/topic/new-accounts-what-does-a-typical-new-account-process-review-look-like-to-you/#post-856 Tue, 18 Apr 2017 16:48:24 -0500 When debating pros and cons for how you want to handle new accounts, it’s important to consider what works best for your business. Do you have a lot of accounts and clients that you are adding to your business; are you in the process of growing ? Are there parts of your business that you do not want on the Orion platform?

Below are some pros and…[Read more]

]]> 7ff52b6db5e7c497339de765ed495d9e Kayleigh Peterson replied to the topic New Accounts - What does a typical new account process review look like to you? in the forum Onboarding https://social0.wpengine.com/forums/topic/new-accounts-what-does-a-typical-new-account-process-review-look-like-to-you/#post-856 Tue, 18 Apr 2017 16:48:24 -0500 When debating pros and cons for how you want to handle new accounts, it’s important to consider what works best for your business? Do you have a lot of accounts and clients that you are adding to your business? Are there parts of your business that you do not want on the Orion platform?

Below are some pros and cons to consider when choosing your…[Read more]

]]> d0ada232d6d9bd2ffe91f29e52ce3948 Kayleigh Peterson joined the group Onboarding https://social.orionadvisor.com/activity/p/1677/ Tue, 18 Apr 2017 16:15:53 -0500 0