Trumpet Assemblage

Company Info

Company Name:
Data Last Updated:
  • October 04, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (480) 961-6003
Year Founded
  • 1998
Number of Employees:
  • 10

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 100

RPT PCKG Features

Rules Based:
Report Look Customization:
Output Options:
Process Initiation:
Client Portals:

Other Pricing and Support

Pricing:
Trial:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:

Assemblage enables your firm to automatically and electronically collate, assemble, file and deliver documents to clients and other recipients.

Assemblageā„¢ automatically and electronically splits, collates, files and delivers customized report packages to printers and secure electronic delivery options (e-mail and portals). Firms that implement Assemblage report a 78% reduction in total time to deliver reports! Build a bridge between your reporting, review and delivery process and your portfolio management system, contact management system and any other databases or applications. Assemblage integrates with your existing applications to minimize data entry and eliminate mistakes. Create the most complex assemblies with an absolute minimum of effort. Content generation and conversion, advanced printer control, upload to web portals, and validation rules make your reporting process quick and efficient.

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