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Worldox

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November 27, 2010     Hits: 2584    
 

Company Info

Company Name:
Data Last Updated:
  • March 21, 2011
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:
  • 800-962-6360
Year Founded
  • 1988
Number of Employees:
  • 50

DOC MNGMT Features

Ability to Edit Documents in System:
Synchronizes With Email:
  • Outlook
Phone Access:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
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:
Other Security Enhancements:
  • Active Directory
Proven in over 3,500 organizations, Worldox is comprehensive, sensible document management for the real world, the easiest, fastest way to give your people the information they need to win!
When it comes to document management, Worldox offers you more immediate and long-term business value than any other solution. Worldox is sensible, proven document management, rooted firmly in the needs, goals, and feedback of real users and their organizations. Only Worldox delivers:

- Lower direct and indirect costs
- Exceptionally rapid implementation
- Proven reliability for over 20 years
- Simplicity and usability
- Seamless support for all of your information
- Unlimited customization, flexibility, and easy integration with your existing infrastructure

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