People interact with software systems differently depending on not only their job role, but more importantly, their natural inclination. Specifically, advisors (the "relationship" people in the firm) interact with technology very differently than detail-oriented staff. A savvy workflow designer deploys technology in a way that embraces this difference...
Reprinted with permission from Virtual Office News/Technology for Today
Reprinted with permission from Virtual Office News/Technology for Today
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"Testimonials"
“I was shocked at how much personal attention I received”
- Caryn Brown,
HeadInvest
- Caryn Brown,
HeadInvest
Tool Kit
Custom developed software just for you!
One of the many things clients enjoy about working with us is our ability to custom develop software.Integration between various software applications is a common request. By having a continuous dialog with our clients, we're able to develop high performance software tailored to the needs of our clients.
Trumpet's experienced development team provides your firm with access to technology experts who understand the framework and structure innate to every software architecture & deployment platform. This allows your firm access to what's possible with technology today.
Auto File Utility
Allows users to bulk file documents into Worldox or a Windows folder structure Many financial management firms use reporting software such as Portfolio Center or Advent Axys to generate client portfolio documents. The AutoFile Utility allows firms to download client reports and batch file them for archiving and/or compliance.To get an estimate on price and initial configuration, click here.
Trumpet Publisher Utility
Allows users to publish documents to online Portals. If your firm subscribes to an online portal such as ShareFile, LIGHT[PORT] or ClientView, Trumpet Publisher allows you to batch upload client documents (such as your quarterly reports) to the client portal. All documents are saved accordingly to each client or household respectively. This simple utility can save your staff hours of effort.To get an estimate on price and initial configuration, click here.
PDF Splitter Utility
Allows users to break apart large PDF files based on content inside the PDF. Invaluable for firms who receive reports in large PDF files that need to be broken apart for auto-filing or delivery.To get an estimate on price and initial configuration, click here.
Emailer Utility
Allows users to send reports and other client documents via encrypted email attachment, in batch. The Emailer Module is a great tool for securely sending quarterly reports, client statements, and other documents that you prepare for your clients on an ongoing basis.To get an estimate on price and initial configuration, click here.
Trumpet is proud to be a technology company who listens to the needs of our clients and continues to search for the best solutions.
