Lesli Selle
-
Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
-
Allen Padilla posted an update 9 years, 2 months 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]
-
@allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.
-
-
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]
-
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….
-
Wait…. did I just read that the Ascent attendees are going to the U2 concert!?!?
-
-
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
-
Becca Sarratt and
Matt Henry are now friends 9 years, 2 months ago -
Becca Sarratt and
Alexa Hansen are now friends 9 years, 2 months ago
-
Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
-
Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
-
Becca Sarratt and
Greg Elliott are now friends 9 years, 3 months ago -
Lisa Turner and
Haley Knapp are now friends 9 years, 3 months ago
-
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.
-
@allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!
-
-
Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today at 1:30 PM CST to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
-
Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
-
Becca Sarratt and
Andrew Temple are now friends 9 years, 4 months ago
-
Becca Sarratt and
Bob Schneeweis are now friends 9 years, 4 months ago
-
Becca Sarratt and
Tim Pagett are now friends 9 years, 4 months ago
-
Becca Sarratt and
Austin OKeefe are now friends 9 years, 4 months ago
- Load More
