Orion Social | Seth McCune | Friends Activity https://social.orionadvisor.com/members/seth-mccune/activity/friends/ Activity feed for Seth McCune's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 334afee40b303720f720a8e88454bb08 Erin Warner joined the group Integrations https://social.orionadvisor.com/activity/p/10829/ Tue, 08 Jan 2019 15:10:18 -0600 0 95dc74eaa362b0501082890868891ce1 Rob Ruiz created the group Cost Basis https://social.orionadvisor.com/activity/p/10761/ Mon, 12 Nov 2018 18:23:34 -0600 0 4f8513c00565dc66a09f967abb5c3f57 Becca Sarratt and Kami Covey are now friends https://social.orionadvisor.com/activity/p/9937/ Wed, 15 Aug 2018 20:45:41 -0500 0 66266c2d83ef97f47dbc38c1dd1a5bb1 Becca Sarratt and Austin Wulff are now friends https://social.orionadvisor.com/activity/p/9905/ Fri, 10 Aug 2018 20:25:52 -0500 0 f784ccb4e9d4ebb2d43dc7014134e1e8 Becca Sarratt and Kayla Osterfoss are now friends https://social.orionadvisor.com/activity/p/9823/ Thu, 02 Aug 2018 15:38:36 -0500 0 2f5f4b61cae96245c2ea9160ee47ac97 Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/ Tue, 19 Jun 2018 15:22:11 -0500 What are they?

The Goals Dashboard in Trends gives you the ability to set monthly goals for your firm for the following options:

  • # New Accounts from New Clients
  • # New Clients
  • AUM
  • AUM from New Clients
  • Billed Amount
  • Management Fees

 

Setting Goals

Run Data Query ID 15428: Generate Goals to set firm goals. All goals entered will…[Read more]

]]> 0f482228af3a4141c39d726e9008db46 Becca Sarratt and Sharlene Vogel are now friends https://social.orionadvisor.com/activity/p/9331/ Mon, 11 Jun 2018 18:53:19 -0500 0 5ecc7761c742c51e6ca66f690717a004 Erin Warner started the topic To all of those who will be joining us at Ascent 2018!.... in the forum Recon https://social0.wpengine.com/forums/topic/to-all-of-those-who-will-be-joining-us-at-ascent-2018/ Wed, 30 May 2018 13:01:54 -0500 We look forward to seeing everyone who has already registered for the conference in September! In recent Orion Technology Build Releases there has been lots of new development to enhance data within Orion.
Don’t miss learning about updates that have been made to better manage Held Away Accounts (I.E. ByAll and Quovo). Also, be sure to join the…[Read more]

]]> 463f7bc9de3499985271f7380653e29f Erin Warner started the topic Who will be joining us for the Ascent conference in September!? in the forum Recon https://social0.wpengine.com/forums/topic/who-will-be-joining-us-for-the-ascent-conference-in-september/ Thu, 10 May 2018 20:10:03 -0500 Not sure about all of you, but being able to work, network and learn about Orion all within steps from the ocean…sounds too good to be true. Alas, that is exactly what will be happening at the Orion Ascent 2018 conference.
Several experts from the Data Reconciliation team will be available during the conference and would love to meet…[Read more]

]]> 74967fb545b99333b49911a37412ef94 Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting https://social0.wpengine.com/forums/topic/checking-the-status-of-your-printed-statements-this-quarter/ Fri, 13 Apr 2018 18:26:02 -0500 Quarter End is coming to a close. If you use our Print Vendor, there is an easy way to check the status of your printed statements!

Go to the Report Batches app in Orion and in the Actions dropdown select View Quantum Jobs. This will allow you to see the date your file was received, the status, and when it was last updated.

Please reach out to…[Read more]

]]> fdad90cad5dee69276b7dff5c38e0eda Becca Sarratt and Jill Osmera are now friends https://social.orionadvisor.com/activity/p/8317/ Sat, 24 Feb 2018 20:39:57 -0600 0 8d39f76c61dd8cb65f3b952a3407c099 Brad Corrigan and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7395/ Thu, 14 Dec 2017 15:55:09 -0600 0 ddd233058509b15e573855a7dcb8b9ea Becca Sarratt and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7394/ Thu, 14 Dec 2017 15:55:07 -0600 0 f8d141d522d99cbcad83f0428fc7d446 Rob Ruiz and Mike McCombs are now friends https://social.orionadvisor.com/activity/p/7237/ Thu, 30 Nov 2017 20:39:51 -0600 0 a43bca17e8fd59969771c524ecfc0c5b Becca Sarratt and Melissa Graves are now friends https://social.orionadvisor.com/activity/p/7041/ Tue, 07 Nov 2017 20:13:55 -0600 0 7f99f6dffec8cc6bc00308f1ebf4d93c Lisa Turner and Todd Douds are now friends https://social.orionadvisor.com/activity/p/7011/ Thu, 02 Nov 2017 17:41:57 -0500 0 b2cf5f3d16327f4952e059772c364cc0 Lisa Turner and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6429/ Wed, 11 Oct 2017 18:52:25 -0500 0 103928c4caa316c85a1b1e560ae838d8 Lisa Turner and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6371/ Wed, 04 Oct 2017 20:30:34 -0500 0 0317a643dd495e55084c6cfc5d984dd5 Brad Corrigan and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6369/ Wed, 04 Oct 2017 20:30:32 -0500 0 101c18982535af6ee3158b56d3215913 Becca Sarratt and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6368/ Wed, 04 Oct 2017 20:30:31 -0500 0 02e4ee04a9059e36dc26f710ed9e022c Erin Warner posted a new activity comment https://social.orionadvisor.com/activity/p/6155/#acomment-6281 Wed, 27 Sep 2017 14:32:25 -0500 Hi Bruce! I’m glad you located the course. We created an Orion Social Forum Topic to gather thoughts and feedback in regards to the App (Ascent 2017 – Account Composer) so please let us know what you think!

In reply to - Bruce Thompson posted an update @erin-warner, @carlatwmltd-com — Erin missed your class on account composer — can you point me to more info about it. Thanks!! ]]> a5b7bc8b7ef632dde315f58322ac6676 Becca Sarratt and Kyle Wesley are now friends https://social.orionadvisor.com/activity/p/6205/ Fri, 22 Sep 2017 15:29:48 -0500 0 aa321aa9a45f77a950fd650c90e4c302 Becca Sarratt and Scott Bordelon are now friends https://social.orionadvisor.com/activity/p/6198/ Thu, 21 Sep 2017 22:49:52 -0500 0 869df296ca93cab7f4e83fadc1c97442 Becca Sarratt and Cathy Bailey/Castleview Partners, LLC are now friends https://social.orionadvisor.com/activity/p/6191/ Thu, 21 Sep 2017 20:10:47 -0500 0 d74ef4d3f956d3c08b65d9766cccbf9c Becca Sarratt and Kathy Beers are now friends https://social.orionadvisor.com/activity/p/6187/ Thu, 21 Sep 2017 19:14:36 -0500 0 312d81608cd067fd9458c737a72614b9 Becca Sarratt and Janice Bordelon are now friends https://social.orionadvisor.com/activity/p/6186/ Thu, 21 Sep 2017 19:09:47 -0500 0 7d7494ddcc37242456254a439bd70497 Erin Warner started the topic Ascent 2017 - New Custodial Interface Suggestions in the forum Recon https://social0.wpengine.com/forums/topic/ascent-2017-new-custodial-interface-suggestions/ Fri, 15 Sep 2017 22:04:39 -0500 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.

]]> e1b3ee7c9e2f6b077ac5bff1fef714a2 Erin Warner started the topic Ascent 2017 - Account Composer in the forum Recon https://social0.wpengine.com/forums/topic/ascent-2017-account-composer/ Fri, 15 Sep 2017 21:59:21 -0500 What did you think about the Account Composer app? Please use this topic to provide thoughts and feedback for development consideration.

]]> b44eb320f18ecd6dcc05730ea0657064 Brad Corrigan and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6077/ Mon, 11 Sep 2017 15:24:09 -0500 0 96098502ace073648f13615a716f5aa1 Becca Sarratt and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6076/ Mon, 11 Sep 2017 15:24:07 -0500 0 46fc0e786488528eff3d9f449fb5bc50 Lisa Turner and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6058/ Fri, 08 Sep 2017 15:54:32 -0500 0 b834998a35cc801a307fc46b0fe72a26 Brad Corrigan and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6057/ Fri, 08 Sep 2017 15:54:31 -0500 0 7f459301f8708ace595adfc0786c0970 Becca Sarratt and Bettina Adams are now friends https://social.orionadvisor.com/activity/p/5886/ Mon, 21 Aug 2017 19:42:12 -0500 0 2da06692befad4a4ad03b96187e6dff5 Brad Corrigan and Candy Chrisman are now friends https://social.orionadvisor.com/activity/p/5876/ Fri, 18 Aug 2017 19:49:13 -0500 0 8811b4289dc351f3a5398e7a5216e8ec Rob Ruiz replied to the topic Speed in the forum Ideas https://social0.wpengine.com/forums/topic/speed/#post-2605 Wed, 16 Aug 2017 22:00:47 -0500 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]

]]> e2e2b9419d643ebd1c13d744b66d0f45 Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting https://social0.wpengine.com/forums/topic/advisory-fee-benchmark/#post-2593 Thu, 10 Aug 2017 18:02:36 -0500 @cthornewrapmanager-com

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]

]]> 5f29a4a36a98876752627164642f4a4e Rob Ruiz posted an update: @dylan-mahler - Testing email compaince...again....ugghh https://social.orionadvisor.com/activity/p/5607/ Tue, 25 Jul 2017 20:24:46 -0500 @dylan-mahler – Testing email compaince…again….ugghh

]]> 0 78c0a155eb2b2a0fd40337a27453517d Becca Sarratt and Eric Addison are now friends https://social.orionadvisor.com/activity/p/5576/ Mon, 24 Jul 2017 13:05:33 -0500 0 cdf09731cfe9e11eaf9b716ea9ca729c Becca Sarratt and Dan Ciurej are now friends https://social.orionadvisor.com/activity/p/5565/ Fri, 21 Jul 2017 21:02:22 -0500 0 50de31dfbff23dc42812fddde3b8e0e8 Becca Sarratt and Matt Henry are now friends https://social.orionadvisor.com/activity/p/5564/ Fri, 21 Jul 2017 21:00:33 -0500 0 7bb7bcfcb39fb0c218c0c1aa68de63cf Becca Sarratt and Alexa Hansen are now friends https://social.orionadvisor.com/activity/p/5563/ Fri, 21 Jul 2017 20:58:05 -0500 0 b413c5223f606e3abeff6a9a27aa118b Becca Sarratt and Hayden Byrd are now friends https://social.orionadvisor.com/activity/p/5561/ Fri, 21 Jul 2017 20:53:10 -0500 0 b0b317f5abb771932d3acdf4a60e98fd Dylan Mahler replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing https://social0.wpengine.com/forums/topic/bill-generator-what-are-some-enhancements-that-you-recommend/#post-1839 Wed, 12 Jul 2017 21:02:28 -0500 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]

]]> 63f5979318350a0d5fcdb581472d1dd7 Dylan Mahler voted up to a reply by Dylan Mahler in the topic What are some billing development/enhancements that you recommend? https://social.orionadvisor.com/activity/p/5405/ Wed, 12 Jul 2017 20:42:09 -0500 0 30df8d3c866ff465c1111b6434817696 Becca Sarratt and Cody Norton are now friends https://social.orionadvisor.com/activity/p/5400/ Wed, 12 Jul 2017 18:05:00 -0500 0 93cc03c7a54c978b96bed95fbe63faec Rob Ruiz voted up to the topic Orion Social - Smart Card Feed to Replace My Activity Feed by Amanda Steinspring https://social.orionadvisor.com/activity/p/5393/ Wed, 12 Jul 2017 14:42:55 -0500 0 2ef2ed24478d93e4c139123c74087490 Dylan Mahler replied to the topic Orion Social - Smart Card Feed to Replace My Activity Feed in the forum Ideas https://social0.wpengine.com/forums/topic/smart-card-feed-to-replace-my-activity-feed/#post-1829 Wed, 12 Jul 2017 14:21:14 -0500 @amanda-steinspring @orion_astraea Here are a few mockups.

]]> 0484c438f747cd3a447be07717e42b78 Becca Sarratt and Greg Elliott are now friends https://social.orionadvisor.com/activity/p/5183/ Fri, 30 Jun 2017 13:39:16 -0500 0 ad2365a14b851e5d5cbb6b0d75dd61c7 Brad Corrigan and Jim Cannon are now friends https://social.orionadvisor.com/activity/p/5119/ Wed, 28 Jun 2017 15:20:41 -0500 0 bf3c695dd5e615084827e47b6c23abcc Rob Ruiz replied to the topic Training - What billing training resources should we add next? in the forum Billing https://social0.wpengine.com/forums/topic/billing-training-what-should-we-add-next/#post-1584 Mon, 26 Jun 2017 19:44:13 -0500 Testing curly brace filter again please

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