Bill Winterberg, founder of FP Pad, a leading provider of news and thought leadership on financial planning technology, met with Jo Day today to discuss the Trumpet Publisher and it's newest integration with Citrix' ShareFile. ShareFile enables advisory firms to create a custom-branded, secure space to exchange files and collaborate with clients.
To check out the podcast, visit http://fppad.com/2012/09/26/trumpet-publisher-sharefile-integration/