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INTEGRATION RELATIONSHIPS

Trumpet, Inc.

Go paperless without stress. Trumpet, Inc.’s custom document management services for financial advisors include: designing your filing system around your unique workflow, training specific to financial advisory firms, integration of your document management software with contact management and other key software applications, and secure delivery of e-mail attachments sent by your firm.

Trumpet offers design by experienced experts in financial services, streamlined workflow, unrivaled support, and automated assemblage and filing of quarterly reports.

We "play well" with these other software programs . . .

 

 


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