One of the challenges financial planning firms have when implementing technology solutions is finding someone in their area who understands both technology and the unique needs of a financial planning firm.

Trumpet Inc. is uniquely qualified to help financial planning firms implement technology improvements to their business by virtue of our combined expertise and our groundbreaking service model.

Our unique skill set combines technology expertise and work experience in financial planning firms. That means your firm has access to someone who speaks the language of financial service firms, system administrators and entrepreneurs alike.

Our work with planning firms throughout the country also means you can leverage our experience without having to pay someone to learn your business or re-invent the wheel.

We deliver our service to financial planning firms throughout the country via secure Internet technology. This means you can work with a technology specialist who has specific expertise in your industry without having to incur travel expenses.

Rather, our specialists deliver “real-time” service, training and support to your staff on their own workstations.

If you ask an employee how a given process is performed in your office, a typical answer may be “it depends.”

As part of your working relationship with Trumpet, we help you streamline and systematize workflow processes so that your clients receive consistent service and your staff knows what to do - and when.

When evaluating software, you may demo a racecar, but in the end, you purchase a car kit. Without the time or skill set in-house to tailor the software to meet your firm’s unique needs, you are unable to replicate the software’s behavior that led to your purchasing decision in the first place.

As a result, you only get a small fraction of the overall efficiency and return on investment you envisioned.

We help financial service firms gain the efficiency they envisioned from software tools by tailoring software and training to meet their unique needs.

Financial service firms rely on robust, feature-rich software applications to support their practice.

Frequently, there is not enough time to provide in-depth software training to new employees, much less learn new timesaving features that become available with each new software release or upgrade.

We provide Internet-based training and support specific to your firm’s unique needs.