Seth McCune
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Brad Corrigan and
Becca Sarratt are now friends 9 years, 6 months ago -
Brad Corrigan and
Karin Kingkade are now friends 9 years, 6 months ago
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Becca Sarratt and
Connie Jones are now friends 9 years, 6 months ago -
Brad Corrigan and
Connie Jones are now friends 9 years, 6 months ago -
Becca Sarratt and
Randy Shideler are now friends 9 years, 6 months ago -
Brad Corrigan and
Devyn Spencer are now friends 9 years, 6 months ago -
Brad Corrigan and
Jina Horton are now friends 9 years, 6 months ago -
Becca Sarratt and
Lori Beaune are now friends 9 years, 6 months ago -
Rob Ruiz and
Karin Kingkade are now friends 9 years, 6 months ago
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Becca Sarratt and
Karin Kingkade are now friends 9 years, 6 months ago
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Becca Sarratt and
Daniel Nauman are now friends 9 years, 6 months ago -
Becca Sarratt and
Stacy McMartin are now friends 9 years, 6 months ago -
Becca Sarratt and
Jacob Danielson are now friends 9 years, 6 months ago -
Becca Sarratt and
Brian Schmitz are now friends 9 years, 6 months ago
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Becca Sarratt and
Adam Palmer are now friends 9 years, 6 months ago -
Becca Sarratt and
Dani Palmer are now friends 9 years, 6 months ago
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Erin Warner started the topic Trade Date vs Settle Date in the forum Recon 9 years, 6 months ago
Orion utilizes the Trade Date rather than the Settle Date. This is done to better capture performance and values. Trade Date, simply put, is the date that the order is executed in the market. Settle Date is the date the transaction activity settles and is sent to Orion.
Use Case: This can be seen when comparing Custodial statements to Orion…[Read more]
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Dylan Mahler replied to the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
“Cash Funding and Fee Files sent on day 1. I cannot remember a time when that has happened.”
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Dylan Mahler replied to the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
“I just used the forecast bill tool in response from our strategic initiatives to a request for a fee estimate for one of our firms. I was really impressed with how quick and easy it was to get this information. Regardless of the temporary limitation with queries, I think this will be a really powerful tool for us.”
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Dylan Mahler replied to the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
“Thanks, yes it was very easy to do. Before, billing being priority, I would have to stop other tasks and work on the next step in billing process. This it much more efficient for me.”
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