Workflow Automation Might Actually Be Hurting Your Productivity
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...
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Drowning at work: do you need a new employee or better technology?
When a firm is really pressed – when people can’t keep up with their work, do you use technology or hire more people to address the issue? This is a...
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How to Choose the Right RIA Portal for Your Firm
Choosing a portal for your advisory firm is much more difficult than a Google search. Identifying the needs of your organization, impact...
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Why Tiger Woods needs window envelopes and your clients do too (true story)
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...
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Custom Reports Without the Hassle Factor
One of the reasons we love working with Independent RIAs is because they are independent.
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Assemblage - now you can deliver your Assemblies using our Emailer Tool
Although electronic delivery of your Assemblies has never required you use a web portal, emailing reports remained a manual process. Assemblage's...
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Rich Text Editor in Emailer Tool
We are thrilled to announce that Assemblage build 3.0 contains a rich text editor. That means you get to format your email messages to coincide with...
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