All Products and Services for Financial Advisors

Document Management Solutions

Express DMS

Start on the right foot with a pre-designed Worldox filing system, and participate in group training to help your team customize the system to your needs.

Symphony OCR®

Make scanned and other image-only documents fully text searchable with this optical character recognition engine.


Integrate Worldox with your existing customer relationship management (CRM) software.

Document Automation & Delivery

Auto Filer

Automatically batch file client reports into your document management software or Windows® folder structure.

PDF Splitter

Separate bulk PDF files into individual documents based on specific criteria for auto-filing and delivery.

Attach Plus®

Securely assemble, rename, reorder, and encrypt files on the fly as you attach them to your e-mail.

Customized software designed to solve your efficiency challenges

We can’t find what we need when we need it.

Your files are all there…somewhere…but where’s the one document you need? When you implement a document management system, you’ll spend more time doing meaningful work and less time asking yourself, “What was that document named, and where was it saved?”

Solutions that solve this problem:

We have enjoyed your company's service and programs over the past several years. Your systems have been a godsend for us from a client service perspective.Eric Tashlein, Connecticut Capital Management Group
We have been very pleased with the system which has become central to all of the daily work by all in our firm. The Trumpet Team are true experts who understand both the technology and the wealth management business.Taylor Payne, Payne Wealth Partners

We’re organized, but not necessarily efficient.

The sheer volume of documents and compliance requirements often bog down even the most organized offices. Trumpet’s products streamline everything from big tasks like creating quarterly reports, to small tasks like securely emailing files to clients.

Solutions that solve this problem:

We need a system that doesn’t take a ton of time to set up, use, or maintain.

We know you don’t have much time or resources to implement and manage new software. Trumpet’s team does the heavy lifting by designing a system that works the way you do, and then serves as your long-term support partner through implementation and beyond.

Solutions that solve this problem:

You are jewels in the vast and often barren landscape of technological support. I appreciate your help each and every time I receive it.Gary Gardner, Life&Wealth Advisors, Inc.