Arken Reviews

NaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.

Docmosis is a versatile document generation solution that can be utilized either as a self-hosted option or through a SaaS model, allowing users to create templates tailored to their needs. It offers seamless integration with both custom-built software and well-known third-party applications via a comprehensive API. Users can design their templates using MS Word or LibreOffice, incorporating plain-text placeholders to manage the insertion of various elements such as text, images, and tables. Additionally, Docmosis allows for conditional content management, calculations, repetition of data, data formatting, and much more, enhancing the overall document creation process. This solution is compatible with diverse programming languages, including Java, C#, Python, PHP, and Ruby, through its REST API, and it easily connects with low-code and no-code platforms such as Appian, Bubble, Mendix, and Outsystems. Moreover, it works effectively with third-party form builders and applications that support webhooks, including FormAssembly and Salesforce. Businesses across many sectors—such as Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing—leverage Docmosis to produce a wide array of personalized documents, including letters, invoices, proposals, contracts, statements, and reports. By streamlining the document generation process, Docmosis empowers organizations to enhance efficiency and improve communication with their clients and stakeholders.

Lawgic is an innovative document-generation tool tailored for attorneys specializing in trusts & estates and family law, guiding users through an engaging question-and-answer format that culminates in the automatic production of comprehensive, state-specific legal documents, such as wills, trusts, premarital agreements, and marital settlement agreements. This groundbreaking platform utilizes patented “Intelligent Legal Technology” to personalize document provisions based on attorney responses, provide clear summaries of wills and trusts, and dramatically reduce drafting time, often saving attorneys anywhere from three to ten hours for each legal plan. Additionally, it supports various U.S. states with its specialized modules and offers integrated training alongside ongoing assistance, ensuring that lawyers can navigate the system with ease. Lawgic takes pride in combining expertly crafted content with efficient automation, enabling attorneys to focus on providing strategic advice instead of becoming overwhelmed by mundane document preparation. By simplifying the document creation workflow, Lawgic not only boosts the productivity of legal professionals but also enhances the overall quality of service delivered to clients. This results in a more efficient legal practice that can adapt to the changing needs of their clientele.