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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

Many employers today would argue that you should (almost) always hire based on the candidate’s cultural fit rather than their skills. However, many of them don’t have a way to qualify and judge a candidate’s... Read More

Last week, Legaltech 2017 was held in New York City which brought together legal professionals and technology providers to the industry at their annual conference.  A great quote and summary of last week’s event is... Read More