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.
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
We are excited to announce a new aspect of our Trumpet Life series: employee spotlights! This series is a chance for our readers and clients to become more familiar with the people on the other... Read More
This article was originally published January 26, 2015. What’s in a step? A lot of time saved, if you just reverse the order of the step. Depending on the number of clients, an operations employee... Read More
As much Trumpet both uses and programs workflow automation and for our clients, there are some “gotchas” that can cause automation to go off of the rails. Here are three ways to ensure the tools... Read More
Of the 22 SOLUTIONS workshops Charles Schwab conducted in 2016, 90% of RIA business owners surveyed cited cybersecurity as their #1 concern. Michelle Thetford, moderator of a cybersecurity panel at Schwab IMPACT®, shared two main... Read More