Your team is incredible. I'm what you would call a 'Trumpeter' after the level of service you provide.
Publisher integrates with a variety of web portals to automatically batch upload files to the correct client folder, making it a breeze to share documents with your clients. As part of the initial setup, Trumpet will work with you to match your client or account records to the correct portal folder. From there, simply add the files you wish to upload to the Publisher workspace, and click “Send Files.”
Publisher supports integration with the following portals:
- Wealth Access®
- Junxure’s ClientView®
- Box (in conjunction with Box.net synch functionality)
- AdvisorVault® (including AdvisorVault’s Desktop Connector)
- IAS(Interactive Advisory Software)
- Contact us about integrating with your portal
Learn more about how we can help your firm save time and reduce errors when sharing files with your clients.