
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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LegalEdge is a purpose-built legal case management system for public sector legal professionals. It provides specialized products for prosecutor offices, public defenders, and government agencies handling legal matters. The platform centralizes case information, people records, and supporting documentation in one secure system. LegalEdge is entirely web-based, making it accessible on desktops, tablets, and smartphones without additional software. Built-in mobile support allows legal teams to stay productive in the field or while working remotely. Integration features connect LegalEdge with other justice and government systems to eliminate repetitive data entry. Agencies can choose turnkey installations or flexible service bundles based on their needs. The software has evolved over many years to reflect real-world legal workflows. LegalEdge emphasizes reliability, scalability, and long-term usability. It delivers enterprise-level functionality at a cost-conscious price point.
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Lawgic
Lawgic is a specialized document-generation platform aimed at attorneys practicing in trusts & estates and family law, guiding users through an interactive question-and-answer process that results in the automatic creation of detailed, state-specific legal documents such as wills, trusts, premarital agreements, and marital settlement agreements. This innovative software employs patented “Intelligent Legal Technology” to customize provisions according to the choices made by attorneys, produce accessible summaries of wills or trusts, and significantly cut down on drafting time, usually saving between three to ten hours for each plan. Furthermore, it accommodates various U.S. states with dedicated modules and provides integrated training and ongoing support to help lawyers navigate the system effectively. Lawgic prides itself on merging expertly crafted content with efficient automation and high-caliber results, allowing attorneys to concentrate on offering strategic counsel rather than getting bogged down by repetitive document drafting. By streamlining the document creation process, Lawgic empowers legal professionals to enhance their productivity and focus on delivering exceptional service to their clients.
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Arken
Arken Legal Software offers a cloud-based estate planning solution aimed at modernizing the process of drafting essential legal documents such as wills, trusts, and powers of attorney. The platform employs a user-friendly questionnaire to gather client information, instantly producing well-organized, branded documents accompanied by comprehensive commentary for better understanding; error prevention features and dual-screen live drafting enable users to make adjustments on the fly. Their diverse product line includes various legal instruments ranging from straightforward wills to more intricate arrangements like Lasting Powers of Attorney and severance of joint tenancy, all created swiftly with limited manual input. By centralizing client data and maintaining strict adherence to branding and precedent guidelines, it also incorporates an "Intestacy Lead Generator" that informs clients about the implications of dying intestate, effectively aiding in business expansion. This innovative approach not only simplifies the workflow for legal professionals but also enhances client engagement and understanding during the estate planning process.
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