Fintech Integration Marketplace

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Worldox

Proven in over 6,000 organizations, Worldox is a comprehensive, sensible document management solution and the easiest and fastest way to give your law firm or corporate legal department the information they need increase productivity and lower operating costs. It provides the key to a “less paper” operating environment. It provides powerful search tools, integration with email, scanners, voice mails, and other applications to create a central repository for all of your organization’s electronic documents.

Worldox
  • Document Management
  • Email Management
  • Collaboration Tools
Worldox

Companies that integrate with Worldox

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Worldox

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.