Trumpet, Inc. Integrates with Citrix ShareFile
Just announced! Trumpet, Inc, a leading expert in technology and workflow for financial advisors, released its Publisher tool today. The tool enables advisory firms to automatically publish a directory full of client documents to their respective ShareFile folders, regardless of how the source files are organized.
Trumpet’s Publisher is easy to use, and helps advisory firms provide speedier delivery of documents to their clients. The Trumpet Publisher allows for the easy upload from both a Windows® file structure, or a document management application such as Worldox®. It also makes it simple to publish files from any directory, rather than requiring the files to be organized in per-client folders.
The Trumpet Publisher is the perfect tool for both existing ShareFile users looking for a more automated way of uploading client files, or any advisory firm that is interested in adopting a web portal to share large files with their clients and others in a secure and easy manner. Advisory firms increasingly want their websites to be the “information hub” for their clients. As such, Trumpet’s Publisher makes it easy to publish performance reports, custodial statements and other documents for client access, all in one centralized location.
Here’s a word from an early adopter:
“As an early adopter,” states Vilas Naralakattu, Technology Manager for Pinnacle Advisory Group, Inc., Columbia, Maryland, “I’m very pleased about how well the Trumpet Publisher has performed and how simple it is for our users. It has allowed us to publish over 750 reports into the client’s corresponding ShareFile folders with very few mouse clicks. Without Trumpet’s Publisher, this task would have been burdensome.”
Learn more about ShareFile for Financial and see how financial advisors improve daily workflow with the ability to access their files from anywhere.