CrossWords provides a high-quality conversion from WordPerfect version 5.X and later, to Microsoft Word version 2000 and later. CrossWords is fully integrated with all the popular Document Management Systems including Worldox®
Bundledocs powerful document building application effortlessly produces high quality professional briefs, reports or document bundles in minutes. Our seamless integration with Worldox uploads files directly into your brief or document bundle. Once uploaded, Bundledocs will take care of the rest to immediately produce a document bundle that is ready to print, save or share.
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Auto Filer allows users to bulk file large numbers of documents into Worldox using portions of the filename, database lookups and content from the document to populate the Worldox profile. This also includes the PDF Splitter which supports the splitting of large PDF files into multiple documents.
Trumpet’s Virtuoso provides seamless integration dramatically improves your productivity by integrating Worldox with your existing CRM . Some of the CRM applications supported by Virtuoso include: Salesforce, Microsoft Dynamics CRM, Junxure, Redtail, Advisory CRM by Tamarac, and many more.
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Worldox is a member company of Your Silver Bullet – The purpose of Your Silver Bullet is to accelerate our development of integrated solutions and to give you an easy way to find programs that “play well” together.
Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to financial advisors. Junxure® and Junxure Cloud™ support enhanced productivity and stronger client relationships while ClientView Live offers secure private portals for clients.
