Michelle Pachunka
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Becca Sarratt started the topic Alternatives in the forum Reporting 9 years, 6 months ago
How is your firm handling the management of alternatives?
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Becca Sarratt started the topic in the forum Reporting 9 years, 6 months ago
Tell us what you like and don’t like. Also, do you have any ideas for new development?
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Becca Sarratt and
Christopher Voorhees are now friends 9 years, 6 months ago -
Becca Sarratt and
Dylan Mahler are now friends 9 years, 6 months ago -
Becca Sarratt and
Jina Horton are now friends 9 years, 6 months ago -
Curtis Hicks started the topic New Accounts – What does a typical new account process review look like to you? in the forum Onboarding 9 years, 6 months ago
Orion recommends auto adding all your new accounts as it is easier to close accounts you don’t want than it is to create the ones you do and bring in back-dated files.
We also recommend reviewing new accounts that come in at least weekly, depending on volume, to ensure all required updates have been made (think about things like assigning fee…[Read more]
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Curtis Hicks joined the group
Onboarding 9 years, 6 months ago -
Curtis Hicks changed their profile picture 9 years, 6 months ago
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Becca Sarratt changed their profile picture 9 years, 7 months ago
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Becca Sarratt joined the group
Reporting 9 years, 7 months ago