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.
Law firms and other organizations that manage a lot of contracts and other transactional documents now have a solution that bridges the gap between their document management system and their eSignature software, ensuring that ALL... Read More
You’ve spent hours researching and selecting the right technology for your firm BUT NOW how do you ensure a smooth implementation process? If you’ve found yourself in this position before OR are looking for new... Read More
Use a Software Score Sheet In my last blog post, I talked how to effectively evaluate the need for a new software at your RIA, and the benefits of a self-assessment survey. Once you have... Read More
You don’t need to pass the baton, they can run with it. As I watched the amazing, successful landing of the SpaceX rocket recently, I noticed how youthful many of the SpaceX employees were. They... Read More
Take the Free Self-Assessment Survey In my last blog post, I talked about how to determine whether your RIA’s next technology project should be mission critical or a quick win. Hopefully by now, you’ve decided... Read More