Michelle Pachunka
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Becca Sarratt and
Samantha Brown are now friends 9 years, 6 months ago
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Kayleigh Peterson changed their profile picture 9 years, 6 months ago
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Kayleigh Peterson replied to 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
When debating pros and cons for how you want to handle new accounts, it’s important to consider what works best for your business. Do you have a lot of accounts and clients that you are adding to your business; are you in the process of growing ? Are there parts of your business that you do not want on the Orion platform?
Below are some pros and…[Read more]
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Kayleigh Peterson replied to 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
When debating pros and cons for how you want to handle new accounts, it’s important to consider what works best for your business? Do you have a lot of accounts and clients that you are adding to your business? Are there parts of your business that you do not want on the Orion platform?
Below are some pros and cons to consider when choosing your…[Read more]
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Becca Sarratt replied to the topic Alternatives in the forum Reporting 9 years, 6 months ago
TEST
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Kayleigh Peterson joined the group
Onboarding 9 years, 6 months ago -
Sean Anderson and
Michelle Pachunka are now friends 9 years, 6 months ago -
Melissa McCune and
Michelle Pachunka are now friends 9 years, 6 months ago -
Becca Sarratt and
Michelle Pachunka are now friends 9 years, 6 months ago -
Becca Sarratt and
Joy Donaldson are now friends 9 years, 6 months ago
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Becca Sarratt and
Ryan Deprez are now friends 9 years, 6 months ago -
Melissa McCune and
Renee Fast are now friends 9 years, 6 months ago -
Curtis Hicks started the topic Key Apps to Know in Implementation – What was crucial to your success? in the forum Onboarding 9 years, 6 months ago
What are some of the key apps you feel a new advisor or rep should learn about right away when they first get access to Orion?
For me when I started, the two keys ones were the Portfolio Audit and the New Account Center. What are the apps crucial to your success in an effort to be ready to use Orion in no time?
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Melissa McCune and
Brian Schmitz are now friends 9 years, 6 months ago
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Melissa McCune and
Michael Clark are now friends 9 years, 6 months ago
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Melissa McCune and
Alex Svehla are now friends 9 years, 6 months ago
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Melissa McCune and
Adam Palmer are now friends 9 years, 6 months ago -
Melissa McCune and
Ashley Morgan Wingfield are now friends 9 years, 6 months ago -
Becca Sarratt started the topic Tech Tip Tuesday! 4/18/17 in the forum Reporting 9 years, 6 months ago
The “Managed” checkbox that is available at the Account, Asset, and Product level controls whether that entity is included in Performance and Reports.
For example, if you do not want your cash assets included for performance/reporting, you can unmanage individual cash assets or the product to exclude it for your whole database.
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Melissa McCune and
Kellie Hosch are now friends 9 years, 6 months ago
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