Save Yourself Hours of Work

How much time do you (and/or your colleagues) spend assembling documents and reports for clients every month? If you're like many other RIA firms, you cringe at the thought of it.

Report automation software can help alleviate that stress and give you many hours of your week back. Many RIAs turn to report automation to

  • Reduce time on collation and delivery
  • Improve workflow efficiency
  • Scale
  • Provide more report delivery options
  • Reduce errors

If you'd like to learn more about how to harness and make use of report automation, watch the webinar, "How to Improve Efficiency Through Report Automation," available on-demand and presented by Jo Day.

Just fill out the form to the right to gain instant access to this valuable webinar.


Joanne Day is a Partner at Trumpet, Inc.

As a workflow designer, Ms. Day customizes and automates workflow for advisory firms throughout the country.  Ms Day speaks the language of business owners and operations teams alike, making her a valued commentator.

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