Worldox Ranks #1 For Flexibility Among Document Management Systems In Actifi’s Financial Services Industry Report


GLEN ROCK, NJ – JULY 18, 2011 – World Software Corporation® (, announces that its award-winning Worldox® Document Management System (DMS) rated #1 for flexibility in a financial industry report conducted by ActiFi (, an independent analyst group. Worldox ranked well above median scores in nearly each of the 18 categories measured.

Trumpet Inc. (, a Worldox consultant specializing in the financial industry, had submitted Worldox for ActiFi’s consideration. The ActiFi report reviewed 8 leading DMS products and was based on a combination of vendor interviews, software functionality testing, and a quantitative online survey of financial advisors. The resulting comprehensive analysis reflected the core issues concerning financial services industry users.

In addition to scoring highest for flexibility which measures the degree of customization and other features, Worldox ranked well above average for integration, filing features, retrieval tools, workflow and most of the other 18 categories. Worldox achieved a perfect 4 for both filing features and retrieval tools.

World Software President Ray Zwiefelhofer remarks, “World Software Corporation is very pleased with Worldox’s performance in the ActiFi study. While known for our legal market leadership, Worldox also has a significant financial market footprint and is an ideal solution for the financial industry. We are pleased that the product’s customized features and flexibility meet and exceed the integration needs of this sector. Worldox strives to be the best DMS, and ActiFi’s independent verification of its strong feature set for financial services professionals is important to advisors and to us.”

According to Joanne Day, co-founder of Trumpet Inc., “The Worldox DMS is an excellent match for the needs of professionals in the financial services industry. At Trumpet Inc., we customize Worldox to meet the rigorous integration needs of our client base. Based on our own experience and continuous client feedback, advisory firms are thrilled with the performance and price-point of Worldox, and we are very pleased by the results of the ActiFi study which corroborate that fact.”

For more information about Worldox DMS, please visit:

About World Software Corporation Follow us on Twitter @worldox. World Software Corporation® and Worldox® are registered trademarks of World Software Corporation.

About Trumpet Inc.

Since 1999, the Trumpet team has partnered with financial advisory firms to deploy a suite of robust software to improve the workflow efficiencies within practices throughout the country. Trumpet is a leading provider of document management & document assembly solutions for the financial advisory community. With several decades of combined experience working with advisory firms’ technology, workflow as well as Worldox document management software, Trumpet’s custom software applications enhance the abilities of Worldox and provide advisory firms tailored solutions to critical workflow needs. For more information about Trumpet Inc., please

All other trademarks are held by their respective owners.


Helle Schwartz-Grossman
Marketing Manager
(201) 444-3228 x3025/(800) 962-6360

Media Contact:

Christy Burke (for World Software)
Burke & Company LLC
PH: 917-623-5096

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