When advisors prepare for meetings, the whole process is streamlined. Everything they touch all day long is only one click away.
Trumpet helps your team design Virtuoso to fit your existing workflow. Whenever staff members open a contact record (such as when a client calls about their quarterly report), they can immediately open the documents they need with a single click of the mouse. Virtuoso also offers customized “palettes,” which are shortcuts for people who routinely perform the same searches or prepare the same documents.
Virtuoso supports CRM integration with the following platforms:
- ACT!® 5&6
- Protracker Advantage®
- Interactive Advisory Software (IAS)
- Microsoft Dynamics® CRM
- Advisor CRM® by Envestnet | Tamarac
- Morningstar® Office™
- And many other custom CRMs
Learn more about how we can help your firm increase productivity and provide even better service to your clients with Virtuoso.