Michelle Pachunka
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Becca Sarratt and
Jason Slininger 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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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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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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Curtis Hicks replied to the topic New Accounts – What does a typical new account process review look like to you? in the forum Onboarding 9 years, 3 months ago
@ericselkirkwealth-com I’m glad our suggestions were helpful! For the instances where you have an account created without an account number and it needs to be updated later – you can do this by adding a Performance Asset to the account. Find the account in the Portfolio Audit, right click and go to Assets. Next, from the Action’s menu in the…[Read more]
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Becca Sarratt and
Greg Elliott are now friends 9 years, 3 months ago -
Melissa McCune and
Haley Knapp are now friends 9 years, 3 months ago
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Kayleigh Peterson replied to the topic Historical Data Conversions – Zero Out and Active vs Non Active in the forum Onboarding 9 years, 4 months ago
@greg-skidmorebelpointe-com Currently, the ability to run a second database would not work for historical conversions. We need to be able to line up the historical account to the starting values of the live downloading accounts, as well as map products and use the local pricing table that is in place. The merging of the two accounts is required to…[Read more]
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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?
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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?
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Becca Sarratt and
Andrew Temple are now friends 9 years, 4 months ago
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Becca Sarratt and
Bob Schneeweis are now friends 9 years, 4 months ago
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Becca Sarratt and
Tim Pagett are now friends 9 years, 4 months ago
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Becca Sarratt and
Austin OKeefe are now friends 9 years, 4 months ago
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Becca Sarratt and
Kathy Johnson are now friends 9 years, 4 months ago - Load More
