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 streamline your firm into the paperless world.

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

Your financial services specialist ensures that the specific needs of each of your staff members are addressed - beginning with how they access files (with single click document retrieval) 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

Software Offered

Assemblage enables your firm to automatically and electronically collate, assemble, file and deliver documents to clients and other recipients.

Assemblage typically converts an advisory firm's performance reporting process from days to hours or hours to minutes. more..

Assemblage is a great fit for your practice if:

• your reporting process takes more than a couple of hours
• you have any complexity such as:
  • different delivery methods
  • exceptions to the rule
  • other recipients besides clients
• you want more control over the look and feel of your reports

To view an illustration of a sample assembly with delivery and filing options, click here.

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

Attach Plus™

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...

Virtuoso™

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:

Maestro™

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.

Videos

• Integrate your contact manager with Worldox®
• Scanning and Filing Paper Documents with Worldox®
• Finding and Retrieving Paper Documents with Worldox®

more..

• Congratulations to Trumpet client, Wetherby Asset Management, for receiving Schwab's 2009 "Best in Business" award. Wetherby Asset Management of San Francisco serves nearly 500 households and manages more than $2.4 billion in assets.
• ILTA 2009 Technology Survey,* votes Worldox document management software the #1 Software Company, recognizing Worldox's outstanding product quality, support and pricing.
  * 455 participating firms representing 88,000 attorneys and 190,000 users from International Legal Technology Association.

• Work faster and smarter using Worldox
  - By Angela Aboujaoude, Office Operations Manager, Lodestar Private Asset Management, LLC
• Improve client meetings using Worldox
  - By Michael Grossman, President, Advice One, LLC

• Gotcha’s and Ah-ha’s of Becoming Paperless - Becoming "paperless" is an exciting undertaking for a planning firm. Use these tips to help make sure your system meets your expectations—and to avoid the buyer's-remorse blues.
• Do More than Store - Are you planning to replace your filing system with an electronic document management system? Don’t stop there! Electronic document management can be much more than a glorified storage system; it can be a way to streamline your entire office workflow.

more..