How to Evaluate the Need for New Software at your RIA

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...

How to Decide Between a Mission Critical or a Quick Win Project for Your RIA

At Trumpet, we’ve implemented more than 1,000 technology projects for RIAs, and we know that it can be difficult to figure out what project your firm...

What business are you *really* in?

I remember that less than a year into our professional services business, I read an article by Norm Brodsky, columnist of Inc. magazine, that was...

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...

Checking the Status of Symphony OCR

How to Access Symphony OCR

Symphony OCR is typically installed on the indexer workstation and users can access the software directly on that...

Are You Attending the Insider's Forum?

If you are planning to attend the Insider's Forum on Sept 28 - 30, 2015, it's shaping up to be an exciting event. The Trumpet team is jazzed this...

Trumpet Publisher for ShareFile Enhancements

Trumpet is delighted to share some exciting new features in our latest builds of Trumpet Publisher which is now available as a Pre-Release. If you...

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...

Trumpet is Hiring!

We are growing the Trumpet team, and hope you can help us to find the perfect fit. We are looking for TWO new team members - a Sales Executive with...