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.
If you look through our past blog posts, you’ll find a few that are about core values, like this one. While core values don’t directly translate to our selling document management systems and report management... Read More
Previously, we wrote about creating your firm’s DMS must-haves list. Now that you have your list compiled, it’s time to discuss your purchasing decision. Before you make your final decision, I’d like to give you... Read More
When it comes to regulated documents, being stuck in a paper world is less than ideal. Let’s face it, it’s really just inefficient. It takes too long to find the content you need, there are... Read More
During this season of gratitude and thanks, Trumpet employees have a LOT to be thankful for: an encouraging and gratifying workplace; fun, supportive and hardworking coworkers; amazing and innovative clients, and so much more. While... Read More
If you’ve never spent hours looking for a misplaced client file, you’re in a class of one. The financial advisory industry is document intensive. Every financial advisor and RIA knows the importance of accurately capturing... Read More