Lindsey Fischer
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Becca Sarratt voted up to a reply by Becca Sarratt in the topic Insight – How is your firm using this application? 9 years, 5 months ago
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Becca Sarratt started the topic Manage your Monday! 4/24/17 in the forum Reporting 9 years, 5 months ago
Instead of using Report Groups in the Report Builder app, you can use the Grouping Manager app to create groups that update dynamically by using various filters.
If you run reports at the account level, you can create groups based on custodian. This means, any time a new account is created that has the same custodian as your filter, it is…[Read more]
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Ray Shirley and
Randy Shideler are now friends 9 years, 5 months ago -
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Deanna Dillard are now friends 9 years, 6 months ago
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Tricia Drexel are now friends 9 years, 6 months ago -
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Becca Sarratt started the topic Throwback Thursday! 4/20/17 in the forum Reporting 9 years, 6 months ago
The RMD Dashboard app rolled out in August of 2014. It is a great tool to help you ensure that your clients of a certain age fulfill their RMD requirements.
Information from the RMD Dashboard can be viewed on Reports, in Insight, on the Client Portal, and soon to be Rep Portal. Check out the RMD Dashboard Checkpoint in the Reporting Trail for…[Read more]
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Renee Fast and
Quin Kilgore are now friends 9 years, 6 months ago
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Melissa McCune and
Kyle Hiatt are now friends 9 years, 6 months ago
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Becca Sarratt and
Jan Bartel are now friends 9 years, 6 months ago
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Tyler Magnussen are now friends 9 years, 6 months ago
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