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...
Read MoreHow 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...
Read MoreHow to Choose the Right Technology for Your RIA
We recently hosted a webinar on How to Choose the Right Technology for Your RIA. It was packed full of helpful tips, ways to avoid common mistakes,...
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Has that document been scanned yet?
How many times has someone gone to your administrative staff asking that question? How many times has that key person been away from your desk when...
Read MoreTrending from Trumpet: Pick a Portal Provider Soon
Trending: Choose a file sharing service sooner than later
Financial advisors often consider themselves the “quarterback” of a client relationship...
Read MoreProtecting yourself from recent Java vulnerabilities
Quick fix
For those who just want the fix, here’s how to disable the Java web browser plugin: How to disable the Java browser plugin
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Virtuoso now provides speedy searches for light or heavy CRM users
Virtuoso has always been a fantastic tool for performing speedy searches for client-specific files from your CRM. Now, folks who are not constant...
Read MoreBackup for Financial Advisors - Redux
Many moons ago, Trumpet put together an article covering backup systems for advisors: Moving Forward Backing Up
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one of the coolest gifts I've ever received
Any guesses? This item has been on my wish list in my imagination for over two years when I first mentioned the idea to my business partner and...
Read MoreMake conversations, not e-mail
I just read with interest the following article about an IT firm that is eliminating all internal email correspondence:
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