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...
Read MoreRead 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.
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...
Read MoreWhen 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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Choosing a portal for your advisory firm is much more difficult than a Google search. Identifying the needs of your organization, impact...
Read MoreWhen 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...
Read MoreOne of the reasons we love working with Independent RIAs is because they are independent.
Read MoreAlthough electronic delivery of your Assemblies has never required you use a web portal, emailing reports remained a manual process. Assemblage's...
Read MoreWe 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...
Read MoreSee how to bring efficiency up a notch with Trumpet solutions for law firms and financial advisory firms.