Assemblage™ automatically and electronically assembles documents from various software applications (e.g., contact management, billing and portfolio management software, Microsoft Office, etc.) into a unique document per recipient. Assemblage addresses exceptions to the rule and also handles different delivery requirements (paper, web portals, secure e-mail attachment).

Comments from Assemblage users include:

"It went perfectly! We had the reports out the door in 3 hours!"
"We felt like the program was written just for us"
"Our new process with Assemblage is a walk in the park"

What makes Trumpet's Assemblage innovative:

Rule-Based

Because most reporting systems contain exceptions to the rule, Assemblage enables you to create a rule set that applies to the majority of reports and use different rule sets to handle exceptions.

A rule-based system makes your assemblies easier to maintain each quarter, and easier to modify report definitions as your requirements change.

Integration

Why create yet another database to maintain? Assemblage talks to other software or data used in the Assembly process such as:

Contact management software
Microsoft® Access
Microsoft® Office
Billing software
Downloadable data from web sources (e.g., from your custodian or B\D, outsource provider, Morningstar®)

Comprehensive

Trumpet provides consultation on your entire assembly process. Trumpet will provide recommendations should there be opportunities to streamline *any* portion of your reporting process.

Other Uses

Once you start using Assemblage, it is like using sticky notes - you will be amazed at other ways you can apply Assemblage to help streamline your practice.

Assemblage Pricing

Assemblage pricing varies based on the size of the firm (e.g., number of clients), and the level of consultation required.

To find out the cost of implementation services for your firm, Click here to request a time to speak with one of our specialists regarding your specific needs.