Richard Linfor
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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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Ray Shirley and
Erin Warner are now friends 9 years, 2 months ago -
Ray Shirley and
Todd Bertucci are now friends 9 years, 2 months ago -
Ray Shirley and
Jennifer Friederich are now friends 9 years, 2 months ago
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Zach Lindgren and
Jeff Kliewer are now friends 9 years, 2 months ago -
Ray Shirley and
Jared Jollensten are now friends 9 years, 2 months ago
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Zach Lindgren and
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Ray Shirley and
Barbara Buquing are now friends 9 years, 2 months ago
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Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
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Ray Shirley and
Ben Bedell 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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Ray Shirley and
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Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
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Ray Shirley and
TJ Middlesworth are now friends 9 years, 2 months ago
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Ray Shirley and
Shaun Kardell are now friends 9 years, 3 months ago
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Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 3 months ago
Thanks for sharing @ryanabacuswealth-com, I appreciate your feedback! We do have the option to create fee files for multiple instances from the bill instance screen given that the bill status is set to “Fee Files Needed.” If you generated a forecast bill for all households and then your live bills by custodian, rep, or even by a list of…[Read more]
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Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? 9 years, 3 months ago
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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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