Worldox Cloud update


According to reports so far, Worldox Beta Cloud testers are really loving it! Worldox Cloud is on track for an official release this Spring.

Feedback from users is that they really love the amazingly fast launch of large PDF files, that Worldox Cloud is just as powerful as desktop Worldox, and there’s no re-learning curve for existing Worldox users.

For more information on Worldox Cloud, visit Worldox Deployment Options.

If your firm has plans to “go to the Cloud” and would like to be placed on the early notification list for GX3 Cloud, please send an e-mail to info@trumpetinc.com.

January 30, 2013 at 9:43 pm Leave a comment

Protecting yourself from recent Java vulnerabilities


Quick fix

For those who just want the fix, here’s how to disable the Java web browser plugin: How to disable the Java browser plugin

Discussion

Recently, there have been two significant vulnerabilities identified in the Java runtime.  As some of Trumpet’s applications (including Symphony Suite, Assemblage and Attach Plus) run on the Java runtime, we wanted to make sure our clients know what they can do to avoid a security issue should a user visit a malicious website that also uses the Java plug-in.

When the user visits a malicious website using their web browser, the site can cause Java code to be executed without the user giving permissions – and this code can be used to manipulate files of the user’s PC. This is a very big problem (similar to past security vulnerabilities in other browser plugins).

Java itself is not at issue – it’s only when the Java plugin for the web browser is enabled.

The good news is that very few websites use the Java plug-in anymore, and you can generally disable it without significant impact to your normal browsing.

Instructions for disabling the Java plugin are outlined in the following article from Oracle: How to disable the Java browser plugin

January 17, 2013 at 11:56 pm Leave a comment

Windows 8 Compatiblity Update


Windows 8 is now officially supported in the latest version of Worldox GX3.  Note that the integration is only available in Windows 8 “Legacy Mode” – not in the “metro” or “modern” mode.

That said, Assemblage, Attach Plus, Virtuoso and Symphony Suite are not yet fully supported in Windows 8.  Timeline on integration for these applications are still TBD – so please keep this in mind if you have plans to update.

If you are considering upgrading to Windows 8,  please be sure to coordinate a GX3 upgrade with Trumpet.  Our upgrade calendar is currently booked a few weeks out, so be sure to plan ahead!  You can contact us at support@trumpetinc.com to schedule your upgrade.

December 7, 2012 at 9:13 pm Leave a comment

Window 8 review


Interesting review from an early and tech-savvy adapter of Windows 8:

Op-Ed: Prepare for Windows 8 induced user rage

October 11, 2012 at 11:22 pm Leave a comment

Updates on Worldox GX3 Enterprise and GX3 Cloud options


Worldox has officially released GX3 Enterprise.  GX3 Enterprise provides the full experience of using server-based Worldox Professional, but adapted for multi-office and/or remote-access environments using Microsoft published application technology.  It is NOT the same as cloud – instead, the software and your files are hosted on your system, via an add-on server component.

Worldox GX3 Cloud is projected for release Q1 2013.  Similar to GX3 Enterprise, GX3 Cloud is adapted for a multi-office, remote access environment, but the software and your documents are hosted off-site, in World Software Corporation’s data centers.

The beauty of both options are that neither are web-based.  Both options deliver the same rich interface and full feature set that you are used to experiencing with server-based software, but with more options for data storage and hosting.  We’ve been using GX3 Enterprise in our Trumpet office for a few months now, and love it.

If you’d like more details, World Software Corp has prepared a white paper for your reading pleasure: http://www.trumpetinc.com/articles/gx3deliveryoptions.pdf

If you are interested in deploying GX3 Enterprise in your office, shoot us an email at info@trumpetinc.com.

If your firm has plans to “go to the Cloud” and would like to be placed on the early notification list for GX3 Cloud, please send an email to info@trumpetinc.com.

October 2, 2012 at 12:19 am 1 comment

Jo Day discusses the Trumpet Publisher tool with Bill Winterberg of FP Pad


Bill Winterberg, founder of FP Pad, a leading provider of news and thought leadership on financial planning technology, met with Jo Day today to discuss the Trumpet Publisher and it’s newest integration with Citrix’ ShareFile.  ShareFile enables advisory firms to create a custom-branded, secure space to exchange files and collaborate with clients.

To check out the podcast, visit http://fppad.com/2012/09/26/trumpet-publisher-sharefile-integration/

September 27, 2012 at 6:22 pm Leave a comment

Trumpet announces integration with Citrix ShareFile


We just announced the release of our Publisher tool for ShareFile, to automatically publish a directory full of client documents to their respective ShareFile folders, regardless of how the source files are organized.

Trumpet’s Publisher is easy to use, and helps advisory firms provide speedier delivery of documents to their clients. The Trumpet Publisher allows for the easy upload from both a Windows file structure, or a document management application such as Worldox. The Trumpet Publisher makes it simple to publish files from any directory, rather than requiring the files to be organized by client folders.

For more information, check out the full press release here: http://www.trumpetinc.com/articles/pressrelease-sharefile.pdf

How the Trumpet Publisher works

September 11, 2012 at 10:36 pm Leave a comment

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