Orion Social | Matt Henry | Friends Activity https://social.orionadvisor.com/members/matt-henrybleakley-com/activity/friends/ Activity feed for Matt Henry's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 4f8513c00565dc66a09f967abb5c3f57 Becca Sarratt and Kami Covey are now friends https://social.orionadvisor.com/activity/p/9937/ Wed, 15 Aug 2018 20:45:41 -0500 0 66266c2d83ef97f47dbc38c1dd1a5bb1 Becca Sarratt and Austin Wulff are now friends https://social.orionadvisor.com/activity/p/9905/ Fri, 10 Aug 2018 20:25:52 -0500 0 f784ccb4e9d4ebb2d43dc7014134e1e8 Becca Sarratt and Kayla Osterfoss are now friends https://social.orionadvisor.com/activity/p/9823/ Thu, 02 Aug 2018 15:38:36 -0500 0 2f5f4b61cae96245c2ea9160ee47ac97 Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/ Tue, 19 Jun 2018 15:22:11 -0500 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]

]]> 0f482228af3a4141c39d726e9008db46 Becca Sarratt and Sharlene Vogel are now friends https://social.orionadvisor.com/activity/p/9331/ Mon, 11 Jun 2018 18:53:19 -0500 0 74967fb545b99333b49911a37412ef94 Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting https://social0.wpengine.com/forums/topic/checking-the-status-of-your-printed-statements-this-quarter/ Fri, 13 Apr 2018 18:26:02 -0500 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]

]]> fdad90cad5dee69276b7dff5c38e0eda Becca Sarratt and Jill Osmera are now friends https://social.orionadvisor.com/activity/p/8317/ Sat, 24 Feb 2018 20:39:57 -0600 0 54e181bb0297e0ab6c909b964aa0844e Ryan Donovan started the topic Insight Dashboard Print to PDF in the forum Reporting https://social0.wpengine.com/forums/topic/insight-dashboard-print-to-pdf/ Fri, 09 Feb 2018 15:07:41 -0600 Would any advisors find it valuable to print the Insight dashboard to a pdf? For example a quadrant view.

]]> 8d39f76c61dd8cb65f3b952a3407c099 Brad Corrigan and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7395/ Thu, 14 Dec 2017 15:55:09 -0600 0 ddd233058509b15e573855a7dcb8b9ea Becca Sarratt and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7394/ Thu, 14 Dec 2017 15:55:07 -0600 0 a43bca17e8fd59969771c524ecfc0c5b Becca Sarratt and Melissa Graves are now friends https://social.orionadvisor.com/activity/p/7041/ Tue, 07 Nov 2017 20:13:55 -0600 0 0317a643dd495e55084c6cfc5d984dd5 Brad Corrigan and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6369/ Wed, 04 Oct 2017 20:30:32 -0500 0 101c18982535af6ee3158b56d3215913 Becca Sarratt and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6368/ Wed, 04 Oct 2017 20:30:31 -0500 0 a5b7bc8b7ef632dde315f58322ac6676 Becca Sarratt and Kyle Wesley are now friends https://social.orionadvisor.com/activity/p/6205/ Fri, 22 Sep 2017 15:29:48 -0500 0 aa321aa9a45f77a950fd650c90e4c302 Becca Sarratt and Scott Bordelon are now friends https://social.orionadvisor.com/activity/p/6198/ Thu, 21 Sep 2017 22:49:52 -0500 0 869df296ca93cab7f4e83fadc1c97442 Becca Sarratt and Cathy Bailey/Castleview Partners, LLC are now friends https://social.orionadvisor.com/activity/p/6191/ Thu, 21 Sep 2017 20:10:47 -0500 0 d74ef4d3f956d3c08b65d9766cccbf9c Becca Sarratt and Kathy Beers are now friends https://social.orionadvisor.com/activity/p/6187/ Thu, 21 Sep 2017 19:14:36 -0500 0 312d81608cd067fd9458c737a72614b9 Becca Sarratt and Janice Bordelon are now friends https://social.orionadvisor.com/activity/p/6186/ Thu, 21 Sep 2017 19:09:47 -0500 0 b44eb320f18ecd6dcc05730ea0657064 Brad Corrigan and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6077/ Mon, 11 Sep 2017 15:24:09 -0500 0 96098502ace073648f13615a716f5aa1 Becca Sarratt and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6076/ Mon, 11 Sep 2017 15:24:07 -0500 0 9b6438157a26b0f2d4d06932d161f8b2 Christopher Voorhees replied to the topic Eclipse Trading Logic and Tax Sensitivity in the forum Trading https://social0.wpengine.com/forums/topic/eclipse-trading-logic-and-tax-sensitivity/#post-22760 Mon, 11 Sep 2017 14:12:44 -0500 Reply here to share your questions and experiences with your peers and colleagues!

]]> 538511169d5c9c0c52b08d1587685dbb Christopher Voorhees started the topic Eclipse Trading Logic and Tax Sensitivity in the forum Trading https://social0.wpengine.com/forums/topic/eclipse-trading-logic-and-tax-sensitivity/ Mon, 11 Sep 2017 14:04:35 -0500 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!

]]> 9a08bd3f5f6430cf1eb17c883ef5f326 Christopher Voorhees started the topic Eclipse Preferences in the forum Trading https://social0.wpengine.com/forums/topic/eclipse-preferences/ Mon, 11 Sep 2017 13:57:43 -0500 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!

]]> 1dc130905658a8d02c6f6cfe6a9a8758 Christopher Voorhees started the topic Eclipse Security Sets in the forum Trading https://social0.wpengine.com/forums/topic/eclipse-security-sets/ Mon, 11 Sep 2017 13:54:53 -0500 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!

]]> ca090a588edf14a22b79528e77ed5567 Christopher Voorhees started the topic Eclipse Models in the forum Trading https://social0.wpengine.com/forums/topic/eclipse-models/ Mon, 11 Sep 2017 13:49:23 -0500 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!

]]> b834998a35cc801a307fc46b0fe72a26 Brad Corrigan and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6057/ Fri, 08 Sep 2017 15:54:31 -0500 0 7f459301f8708ace595adfc0786c0970 Becca Sarratt and Bettina Adams are now friends https://social.orionadvisor.com/activity/p/5886/ Mon, 21 Aug 2017 19:42:12 -0500 0 2da06692befad4a4ad03b96187e6dff5 Brad Corrigan and Candy Chrisman are now friends https://social.orionadvisor.com/activity/p/5876/ Fri, 18 Aug 2017 19:49:13 -0500 0 e2e2b9419d643ebd1c13d744b66d0f45 Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting https://social0.wpengine.com/forums/topic/advisory-fee-benchmark/#post-2593 Thu, 10 Aug 2017 18:02:36 -0500 @cthornewrapmanager-com

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]

]]> 78c0a155eb2b2a0fd40337a27453517d Becca Sarratt and Eric Addison are now friends https://social.orionadvisor.com/activity/p/5576/ Mon, 24 Jul 2017 13:05:33 -0500 0 cdf09731cfe9e11eaf9b716ea9ca729c Becca Sarratt and Dan Ciurej are now friends https://social.orionadvisor.com/activity/p/5565/ Fri, 21 Jul 2017 21:02:22 -0500 0 50de31dfbff23dc42812fddde3b8e0e8 Becca Sarratt and Matt Henry are now friends https://social.orionadvisor.com/activity/p/5564/ Fri, 21 Jul 2017 21:00:33 -0500 0 7bb7bcfcb39fb0c218c0c1aa68de63cf Becca Sarratt and Alexa Hansen are now friends https://social.orionadvisor.com/activity/p/5563/ Fri, 21 Jul 2017 20:58:05 -0500 0 b413c5223f606e3abeff6a9a27aa118b Becca Sarratt and Hayden Byrd are now friends https://social.orionadvisor.com/activity/p/5561/ Fri, 21 Jul 2017 20:53:10 -0500 0 5b5f9feb60953f2f4bbbdf2d0612c9e2 Shaun Kardell replied to the topic Orion Social - Ideas in the forum Ideas https://social0.wpengine.com/forums/topic/orion-social-ideas/#post-1906 Fri, 14 Jul 2017 19:41:52 -0500 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]

]]> 30df8d3c866ff465c1111b6434817696 Becca Sarratt and Cody Norton are now friends https://social.orionadvisor.com/activity/p/5400/ Wed, 12 Jul 2017 18:05:00 -0500 0 0484c438f747cd3a447be07717e42b78 Becca Sarratt and Greg Elliott are now friends https://social.orionadvisor.com/activity/p/5183/ Fri, 30 Jun 2017 13:39:16 -0500 0 ad2365a14b851e5d5cbb6b0d75dd61c7 Brad Corrigan and Jim Cannon are now friends https://social.orionadvisor.com/activity/p/5119/ Wed, 28 Jun 2017 15:20:41 -0500 0 fcbc3cc00b50a47bc54130e55a6373ad Brad Corrigan and Jesse Heath are now friends https://social.orionadvisor.com/activity/p/4796/ Mon, 19 Jun 2017 17:32:38 -0500 0 9c1cbfc14f7400df781b2599681764a0 Brad Corrigan and Vilas Naralakattu are now friends https://social.orionadvisor.com/activity/p/4679/ Thu, 15 Jun 2017 14:17:15 -0500 0 a5fa4d47cb473c0f6a13d61c145ee63f Christopher Voorhees started the topic Access Orion Trading videos in Orion Social! in the forum Trading https://social0.wpengine.com/forums/topic/access-orion-trading-videos-in-orion-social/ Wed, 14 Jun 2017 16:02:58 -0500 You can now access all of Orion’s trading training videos right here on the Trading Page in Orion Social! This will be the new home for all the trading support resources, including videos, PDFs and help docs. Just click on the Resources tab.

*HINT* filter the list for “videos” to see the full list of available training videos.

Eclipse training…[Read more]

]]> 1ea5cbb122ab5d45fa02f0ff39615013 Ryan Donovan started the topic Net Documents integration with Orion and Salesforce in the forum Integrations https://social0.wpengine.com/forums/topic/net-documents-integration-with-orion-and-salesforce/ Wed, 07 Jun 2017 17:13:12 -0500 Is there anyone using Net Documents with Orion and Salesforce that would be able to share their integration experience with a fellow advisor that recently joined us?

]]> 2db25bbd9f28eaa6ae950edef8c9ffea Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting https://social0.wpengine.com/forums/topic/webinar-wednesday-672017/ Wed, 07 Jun 2017 14:16:10 -0500 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?

]]> b1e0b6fcf2ae95e9b0b9a0b0f460624e Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting https://social0.wpengine.com/forums/topic/webinar-wednesday-672017/ Wed, 07 Jun 2017 14:16:10 -0500 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?

]]> 1678fbc0b6d80179098dbf0c29dea41f Brad Corrigan and Kelly Noonan are now friends https://social.orionadvisor.com/activity/p/4052/ Tue, 06 Jun 2017 21:45:17 -0500 0 a2de31e5e59030dfecff14707d7c50fc Becca Sarratt and Andrew Temple are now friends https://social.orionadvisor.com/activity/p/3896/ Tue, 06 Jun 2017 14:44:11 -0500 0 e30d6d54ee95f2e4127e26185c6b95af Christopher Voorhees started the topic Trading Data Queries in the forum Trading https://social0.wpengine.com/forums/topic/trading-data-queries/ Thu, 01 Jun 2017 13:22:39 -0500 Which data queries do you find most useful for trading? Have you ever requested Orion build custom queries for you to make your processes more efficient?

]]> efdc036dae2147b9093118e273413ecb Brad Corrigan and Gene Frerichs are now friends https://social.orionadvisor.com/activity/p/2952/ Wed, 31 May 2017 22:21:41 -0500 0 66a7a71f55b384185a094e1c4af0c9be Becca Sarratt and Bob Schneeweis are now friends https://social.orionadvisor.com/activity/p/2903/ Wed, 31 May 2017 15:00:07 -0500 0 446e551be9206fa245feaa1f34bb2933 Becca Sarratt and Tim Pagett are now friends https://social.orionadvisor.com/activity/p/2822/ Wed, 24 May 2017 21:31:09 -0500 0