Trumpet, Inc. - Orchestrated Business Solutions

202477

Assemblage Questionnaire

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Basic Info

Company Name:

Your Name:

Street Address:

City:

State:

Zip:

Please Specify Location:

Phone #:

(

)

E-mail (where your estimate will be sent):

Website:

Approximately how many clients/households do you report on your Form ADV?

Please choose the option that best describes your firm's infrastructure:

We have a server installed locally in our officeWe have a Terminal ServerWe have a Wide Area Network (WAN) implemented over a Virtual Private Network (VPN)We do not have a serverOtherUnsure

Please tell us more about your infrastructure:

How did you hear about us?

Join our mailing list to receive technology news specific to financial advisory firms. We'll send news only when we have something important to share. We will never sell your e-mail address, period.

Yes, pleaseNo, thanks

About Your Reporting Process

Please briefly describe the purpose(s) of this report (e.g. Quarterly Reporting):

Do you currently use any document assembly software tools?

Specify Tool or Provider:

What Portfolio Management Software do you use?

Please specify:

What Contact Management Software do you use?

Please specify:

How do you deliver your reports?(check all that apply)

PaperWeb PortalEmail

Specify Portal:

Where do you file your reports?(check all the apply)

Windows Folder TreeContact Management SoftwareDocument Management System

Specify DMS:

Do you require an additional assembly to allow either advisors or client service team members to review only a portion of the content for quality assurance purposes?

Report Content

Please describe the contents (items) of your reports in the order that they appear, along with the source. If your packages include reports from your portfolio management software, please list each report on a separate line. Be sure to include optional content that may not be required for all clients.

Note: If you foresee using Assemblage for multiple reporting projects (such as your quarterly reports and your year end tax statements), please submit a separate questionnaire for each project.

	Name of Item:	Source (where it comes from):
Item 1:	e.g.: Cover Letter	e.g.: Mail Merge from CRM
Item 2:
Item 3:
Item 4:
Item 5:
Item 6:
Item 7:
Item 8:
Item 9:
Item 10:

If you have more than 10 items in your report, please use the blank space below to describe the remaining items:

Report Generation

If you have selected multiple answers or "other", please further explain how your reports are generated:

How are your Advent/Axys reports generated?

Using a MacroUsing a ScriptOtherUnsure

If you have selected multiple answers or "other", please further explain how your reports are generated:

Report Features

Please indicate the features you would like to include in your report assemblies:

Table of Contents

Optional comments:

PDF Bookmarking

Optional comments:

Letterhead Stamping

Optional comments:

Page Number Stamping

Optional comments:

Stapling

Optional comments:

Double-sided Printing

Optional comments:

Print different pages to different paper (requires a printer with more than 1 paper tray)

Optional comments:

Additional Comments

Is there any additional information you would like to share with us?

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Assemblage Questionnaire