The award-winning Worldox® Document Management System was ranked #1 for flexibility in a financial industry report conducted by ActiFi, an independent analyst group. Worldox ranked well above median scores in nearly all of the 18 categories measured.
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"Testimonials"
“Worldox has made our life at the office much more efficient and allows us to serve our clients more quickly. That makes us happy!”
- Dennae Knepp,
Knepp Financial
- Dennae Knepp,
Knepp Financial
Electronic document management
Worldox is an award winning document management solution with the ability to file and retrieve all file formats, whether they are already digital or scanned. Trumpet is the leading integrator of Worldox® for Financial Advisors.Consistent Filing
Quickly file documents where they belong - Worldox's enforced filing rules, save templates and progressive index features make consistent filing easy.Rapid Retrieval
Initiate searches directly from your contact management system using Virtuoso. Locate documents using many different strategies - full text indexing, keyword searching, favorites and project lists.Work the Way You Want to Work
Different users think about the same document in different ways. Worldox allows users to interact with documents in the way that is most efficient for the user.Take a look at Worldox from an owner's perspective and from an operations manager's perspective, and get a better feel for how Worldox can transform your firm.
