Advisor Services

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Product Description

About this Product

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Worldox® document management software with enhancements powered by Trumpet, Inc.:
  • Award-winning software brings speed and consistency to your organization
  • Use locally, cloud based or via mobile device
  • Integrates with your contact management system and client portal

About Trumpet, Inc.

Forward-thinking and always focused on making life better for our customers, Trumpet has devoted nearly two decades to developing and supporting software products for the RIA community. Our products are centered around one common theme: to help people enjoy the way they work. In particular, Assemblage makes the reporting process a breeze by automating the process of preparing, filing and delivering customized performance report packages to clients. With this intuitive software that is fully integrated with Schwab’s PortfolioCenter, your team saves countless hours and makes reporting stress-free quarter after quarter. Trumpet is a unique and fast-paced organization that is achieving strong growth while maintaining work-life harmony and having a great time with our team and our customers. We are proud that our culture is built on creativity, innovation, dedication and enthusiasm.

Product Details

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Category

Document and Form Management
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Serving RIAs Since

1999
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.