Matt Henry
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Christopher Voorhees replied to the topic Eclipse Trading Logic and Tax Sensitivity in the forum Trading 9 years, 1 month ago
Reply here to share your questions and experiences with your peers and colleagues!
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Christopher Voorhees started the topic Eclipse Trading Logic and Tax Sensitivity in the forum Trading 9 years, 1 month ago
What issues are you running into with trading in Eclipse generally?
Have you experimented with the different levels of tax sensitivity? What have you learned from it?
What levels of your models are you rebalancing at?
Use this space to share questions, issues and successful use cases regarding trading in Eclipse!
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Christopher Voorhees started the topic Eclipse Preferences in the forum Trading 9 years, 1 month ago
How are you using the preference hierarchy? What’s working best for you?
Are you setting preferences at the security level?
Are you setting up Teams?
Use this space to share questions and use cases regarding setting up preferences in Eclipse!
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Christopher Voorhees started the topic Eclipse Security Sets in the forum Trading 9 years, 1 month ago
Are you importing TOM models as security sets?
How are you using the product equivalence and account type alternates?
Are you including TLH Alternates?
Use this space to post questions and share use cases regarding building security sets in Eclipse!
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Christopher Voorhees started the topic Eclipse Models in the forum Trading 9 years, 1 month ago
Are you building models with multiple levels?
Are you using the model substitutions? If so, what are your use cases?
Use this space to discuss any issues you’re running into with models in Eclipse and share your successes!
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Brad Corrigan and
Lisa Valentine are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Brad Corrigan and
Candy Chrisman are now friends 9 years, 2 months ago
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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]
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Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
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Becca Sarratt and
Dan Ciurej are now friends 9 years, 2 months ago
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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
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Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
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Shaun Kardell replied to the topic Orion Social – Ideas in the forum Ideas 9 years, 3 months ago
Since the Orion Social is very flexible. Why not have the Orion Social page enhance our projects that get entered. What the user should be able to do is click on create a new Orion Case/Project. When it asks for information to describe the issue, why not have the system open a tracing window and follow the user from the Orion Connect homepage to…[Read more]
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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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Becca Sarratt and
Greg Elliott are now friends 9 years, 3 months ago -
Brad Corrigan and
Jim Cannon are now friends 9 years, 3 months ago
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Brad Corrigan and
Jesse Heath are now friends 9 years, 4 months ago
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Brad Corrigan and
Vilas Naralakattu are now friends 9 years, 4 months ago
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