Podcast: Play in new window | Download | Embed
Subscribe: RSS
Jo Day, co-founder of Trumpet, Inc.
In my presentations to advisers, I talk about file sharing and synchronization services like Dropbox and ShareFile as an alternative to client web portals.
These file sharing services can sync to a folder on your local computer, so uploading and downloading files is as easy as dragging-and-dropping them in and out of a folder.
But what happens if advisers need to deliver hundreds of documents to all of their clients at once? This is exactly what happens during the quarterly portfolio reporting period.
One solution to avoid manual work is a new product from Trumpet, Inc. called Trumpet Publisher.
Trumpet Publisher integrates with the popular file sharing service ShareFile from Citrix (see: Rob Kirkland tells how ShareFile can be an alternative to Dropbox for advisers). The integration was announced in the press release a few weeks ago (see: Trumpet, Inc. Integrates with Citrix ShareFile)
To learn more about Trumpet Publisher, I spoke with Jo Day, co-founder of Trumpet, Inc., about her company’s latest product and how it can streamline many manual processes when attempting to share hundreds of documents with hundreds of clients at once.
Click the player embedded below to listen to the podcast.
In the latest edition of their technology report series, FPA and ActiFi today released the “FPA-ActiFi Adviser Technology Reports: Document Management Edition” highlighting eight different software solutions available to advisers. Solutions reviewed include the following:
