Case Study
Flexible Plan Investments, LTD.
EMAIL: sales@trumpetinc.com | PHONE: (480) 961-6003 | WEB: trumpetinc.com Flexible Plan Saves Time & Money in Quarterly Reporting Process The Need for Automated Workflow and Porfolio Report Assembly “Before engaging Trumpet, my family was used to me disappearing during reporting months. The reporting processes were so time-consuming that overtime was inevitable,” said Sherry King, Operations Manager at Flexible Plan who oversees the d