Seth McCune
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Becca Sarratt and
Kyle Wesley are now friends 9 years ago
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Becca Sarratt and
Scott Bordelon are now friends 9 years ago -
Becca Sarratt and
Cathy Bailey/Castleview Partners, LLC are now friends 9 years ago
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Becca Sarratt and
Kathy Beers are now friends 9 years ago -
Becca Sarratt and
Janice Bordelon are now friends 9 years ago -
Erin Warner started the topic Ascent 2017 – New Custodial Interface Suggestions in the forum Recon 9 years, 1 month ago
Have a suggestion you would like to see developed in Orion? In your request, please include: your name & contact information, name of Custodian or data Provider, and whether or not you have a contact at said company, along with their contact information.
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Erin Warner started the topic Ascent 2017 – Account Composer in the forum Recon 9 years, 1 month ago
What did you think about the Account Composer app? Please use this topic to provide thoughts and feedback for development consideration.
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Brad Corrigan and
Jason Slininger are now friends 9 years, 1 month ago
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Becca Sarratt and
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Lisa Turner and
Lisa Valentine are now friends 9 years, 1 month ago
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Brad Corrigan and
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Brad Corrigan and
Candy Chrisman are now friends 9 years, 2 months ago
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Rob Ruiz replied to the topic Speed in the forum Ideas 9 years, 2 months ago
Rodney,
If you look up at your tab in chrome and there is a spinning circle, then the browser is doing something, so wait. Keep in mind, you are navigating a website, in a web browser, not operating on a desktop application. The browser needs to make a request to the server and get a response from it. If you are having to wait 1 whole minute (60…[Read more]
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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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Rob Ruiz posted an update 9 years, 2 months ago
@dylan-mahler – Testing email compaince…again….ugghh
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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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