Services Offered

Trumpet is the leading provider of comprehensive document management solutions for the financial planning industry. Trumpet combines deep experience in the financial advisory field with extensive "tech" know-how to bring advisory firms into the paperless world. Trumpet's unique implementation process, including *Working in Real Time* and *Realistic Workflow*, ensures your firm will be successful in your new paperless process.

The Ensemble Process™ was developed specifically for financial planning firms with more than four employees that need a comprehensive digital document management system, and want to work with someone who has expertise in the financial services industry.

With the Ensemble Process™, our extensive planning ensures that the specific needs of each of your staff members are addressed - beginning with how they access your documents (with single click document retrieval) and extending through how they can best use the document management system to streamline their workflow. more..

• Digital Document Management Process Consultation - Financial Planning Industry
• Worldox® Software Implementation And Configuration
• Optical Character Recognition (OCR) Paperless Office Optimization
• Digital Collating and Automated Filing Process

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Trumpet is the leading integrator of Worldox® for Financial Planners. Worldox is a robust paperless digital document management program with the ability to file and retrieve all file formats, whether they are already digital (Word, Excel, Email, etc) or scanned images (faxes, letters, reports, etc). Videos

E-mail Attachment Security - Attach Plus' innovative e-mail integration allows you to work with Outlook, Groupwise, ACT!, Goldmine, or Eudora e-mail attachments in an intelligent, intuitive way. Attach Plus makes it super easy to modify and protect (PDF, ZIP, select pages, encrypt, send shortcuts) and attach to either a new or in-progress e-mail message. Attach Plus allows you to convert most types of files (including Word, Excel and PowerPoint files) or print jobs to password-protected PDFs.

With Attach Plus, you can send files as attachments from Word, Excel and other MAPI compliant programs to either an new e-mail or an e-mail in progress. Now Goldmine® users can benefit from "File->Send To" by using this time-saving feature with Attach Plus. more...

Our innovative Virtuoso technology dramatically improves your productivity by integrating the Worldox document management software with your existing contact management system - truly giving you the documents you use most often, at your fingertips. Video

CONTACT MANAGEMENT APPLICATIONS SUPPORTED:

Junxure-I ProTracker Advantage

Goldmine Red Tail

ACT! 5 & 6 Qube

IAS – Interactive Advisory Software Client Data Systems (EZ-Data)

Maestro™ optical character recognition (OCR) software converts scanned documents into “image plus text” PDF files. With the power of Maestro OCR you can:

• Easily find documents regardless of how they were filed by performing a text search for documents.
• Quickly and easily perform a search for a word or phase within a specific document.
• Cut and paste text from an image into a Word, Excel or PowerPoint file

Now you can scan documents and have the flexibility to search for and within documents many times over. Sharing past work, sharing knowledge, and saving time.

Finally - technology that enables you to electronically collate and assemble documents. Let the computer do the work for you and free up your staff to do more value-added work for your clients! Save labor costs of collating, assembling and filing large documents such as investment performance reports. Assemblage’s automated collating and filing process converts your performance reporting process from hours to minutes and reduces the chance for human errors. Assemblage™ software provides an efficient way to customize, collate, print and file performance reports from your investment management software application along with output from other applications (e.g., Access, Word, your billing and/or contact management software).