Trumpet, Inc. And Advisor Products Inc. Announce Document Management Integration For Financial Advisors

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For independent financial advisors searching for ways to cut expenses and improve productivity, Trumpet Inc. and Advisors Products Inc. announced the integration of two systems to automate the assembly and delivery of performance report packages to clients.

For independent financial advisors searching for ways to cut expenses and improve productivity, Trumpet, Inc. and Advisors Products Inc. today announced the integration of two systems to automate the assembly and delivery of performance report packages to clients.

Trumpet, Inc. integrated its innovative document assembly software, Assemblageā„¢, with Advisor Products Inc.'s AdvisorVaultā„¢. Assemblage enables advisory firms to automatically customize, collate, file, print, and upload performance reports compiled from portfolio management software and other applications, while AdvisorVault provides a secure system for clients and allied professionals to access key documents.

"Automated report assembly and delivery provides an extraordinary return on investment with firms reporting a 75% decrease in the time it takes to deliver reports along with substantial savings on delivery costs," says Joanne Day, President of Trumpet, Inc. "Firms are able to completely streamline their reporting process and deliver reports within hours instead of days."

"The integration of AdvisorVault with Assemblage gives advisors a way to put together multi-document report packages automatically and upload them to clients' vaults in batches for easy delivery," says Andrew Gluck, CEO of Advisor Products. "The integration simplifies the most time consuming quarterly task advisory firms face."

Key benefits of the integration of Assemblage with AdvisorVault include:

  • Slashes the time and resources to prepare, compile, and deliver performance reports from days to hours.
  • Provides quick ROI because users benefit from automation immediately.
  • Improves client service because clients can access reports on demand 24/7.
  • Increases profitability because firms reduce delivery costs and employees spend less time on administrative tasks.
  • Improves client communication because each client receives a report customized to his unique situation.

Please view a video detailing the integration. (http://www.advisorproducts.com/portal/webinar/mswebinar-2010-04-Day-Assemble-And-Deliver-Performance-Reports-Online.wmv)

About Trumpet Inc.
Trumpet, Inc. is a leading expert in workflow, technology and software integration for financial advisors. Trumpet has been providing comprehensive document management services to advisory firms since 1999. For more information, visit http://www.trumpetinc.com or call (480) 961-6003.

About Advisor Products Inc.
Advisor Products Inc. is a marketing and technology company serving over 1,800 independent financial advisors. API since 1996 has created web sites, client newsletters, brochures, and stationery, and assists advisors with branding. For more information, visit http://www.advisorproducts.com or call (516) 333-0066.

Link to announcement: http://www.advisorproducts.com/pages/news-trumpet-integration-with-advisor-products.aspx

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Joanne Day

Brien Shanahan
Advisor Products, Inc
(888) 274-5755 ext. 251
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