The Efficiency Beat

Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.

SEC Cybersecurity Audit: What You Should Know

At a Schwab IMPACT conference panel on SEC cybersecurity audits, two panelists, Trevor Hicks, Director of Technology of Wetherby Asset Management and Robert Ross, Chief Compliance Officer of Sontag Advisory, shared their perspectives as a result of undergoing an SEC Cybersecurity Audit. A... Read More

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