trumpet inc.
How Worldox and Trumpet changed the deal for one Financial Services firm...

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Case Study

“Your staff has been terrific, as always, in helping us "make things work".”

- Susan Schildt,
Stratford Consulting

Consulting Services

Trumpet's additional consulting services present other opportunities to work together.

Practice Management

Advisory firms are frequently overwhelmed in managing all the information related to running their practice. Everything from sensitive personnel files, to managing accounting records, investment research and compliance matters. Trumpet has a well-defined approach for helping a firm manage all the material you rely on to effectively to run your practice.

Workflow ReDesign

Change is constant, especially in technology and financial services. Trumpet is available to augment or update your workflow as your practice changes. Whether you are an existing Worldox subscriber or want to explore working with Trumpet and would like to know your options, please contact us by e-mail at

Data Migration Service

Depending on the size and scale of your firm, you may wish to engage Trumpet's Data Migration services to increase the speed and efficiency of migrating from your current filing methodology. Our experienced team coordinates the details of each migration project. Contact to learn more.
trumpet inc.