Kyle Wesley
-
Becca Sarratt and
Kami Covey are now friends 8 years, 2 months ago
-
Becca Sarratt and
Austin Wulff are now friends 8 years, 2 months ago
-
Becca Sarratt and
Kayla Osterfoss are now friends 8 years, 2 months ago -
Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting 8 years, 3 months ago
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]
-
Becca Sarratt and
Sharlene Vogel are now friends 8 years, 4 months ago
-
Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting 8 years, 6 months ago
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]
-
Becca Sarratt and
Jill Osmera are now friends 8 years, 7 months ago -
Becca Sarratt and
Tanner Bock are now friends 8 years, 10 months ago
-
Becca Sarratt and
Melissa Graves are now friends 8 years, 11 months ago
-
Becca Sarratt and
Edward Sempek are now friends 9 years ago
-
Becca Sarratt and
Kyle Wesley are now friends 9 years ago
-
Becca Sarratt and
Scott Bordelon are now friends 9 years ago -
Becca Sarratt and
Cathy Bailey/Castleview Partners, LLC are now friends 9 years ago
-
Becca Sarratt and
Kathy Beers are now friends 9 years ago -
Becca Sarratt and
Janice Bordelon are now friends 9 years ago -
Becca Sarratt and
Jason Slininger are now friends 9 years, 1 month ago
-
Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
-
Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 2 months ago
I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.
Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]
-
Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
-
Becca Sarratt and
Dan Ciurej are now friends 9 years, 2 months ago
- Load More
