How Worldox + Virtuoso + other integrated add-ons = real-time service, more collaborative client meetings
How Worldox + Virtuoso + other integrated add-ons = real-time service, more collaborative client meetings
2 PagesNewsletter Title World Software Corporation www.worldox.com 201-444-3228 AD-1 By Michael Grossman August 20, 2009 President, AdviceOne, LLC I had heard about document management from a few local firms. Knowing that I wanted to go paperless, my partner invited Trumpet, Inc. to speak at our state Financial Planning Association. The subject was Worldox. As soon as the session started, it just all came together. They talked about th
