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.
Choosing a portal for your advisory firm is much more difficult than a Google search. Identifying the needs of your organization, impact on workflow and client interaction, and creating efficiencies... Read More
When I was in graduate school, I worked at the university’s athletic association. One of my bosses was the men’s golf coach and one of my tasks was to type and send his recruiting letters... Read More
One of the reasons we love working with Independent RIAs is because they are independent. You have a fierce desire to do things your way, which means servicing each client independently, the best way you... Read More
How detail oriented people can wrangle big picture people and avoid the big fail Read part oneand part two of this series now. What’s the alternative to perfection? Let me introduce you to my new... Read More
How detail oriented people can wrangle big picture people and avoid the big fail Read part one of this series here. Has something like this ever happened to you? I have this vivid memory of... Read More