Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
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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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Cybersettle
Cybersettle is an innovative and secure platform that leverages artificial intelligence to enhance and simplify financial negotiations and settlements in sectors such as insurance, healthcare, real estate, and legal services. Through its unique double-blind bidding mechanism, the platform enables users to make confidential offers and requests without disclosing their positions to one another, ensuring privacy and fostering trust. The incorporation of AI streamlines the negotiation process, aiming to speed up resolutions while minimizing costs for all parties involved. Available on both web and mobile platforms, Cybersettle features an intuitive interface that promotes quicker settlements and reduces operational expenses for users. Since its launch, the platform has successfully managed over 200,000 claims, culminating in settlements worth around $1.6 billion, which highlights its capability to resolve disputes effectively and efficiently. Additionally, Cybersettle continues to evolve by integrating user feedback to improve its features and overall user experience.
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Smartsettle
Smartsettle comprises a comprehensive collection of sophisticated online tools aimed at enhancing collaborative negotiations in various contexts, ranging from straightforward financial settlements to intricate multi-party agreements. Utilizing patented algorithms, it effectively models preferences, reveals hidden value, and steers parties toward outcomes that are beneficial for all involved. Particularly tailored for uncomplicated negotiations that focus on a single numerical issue, Smartsettle excels in situations like debt resolution or e-commerce conflicts. The platform features Visual Blind Bidding, which enables participants to submit confidential offers while simultaneously viewing the proposals of others, thus reducing the cumbersome "dance" typically associated with negotiations and facilitating swifter resolutions. Additionally, the system incentivizes cooperative behavior, driving parties to reach agreements more efficiently. Accessible through a web browser, Smartsettle provides both synchronous and asynchronous negotiation capabilities, making it an ideal solution for individuals, mediators, and organizations. Overall, its user-friendly design and innovative features foster an environment conducive to effective conflict resolution.
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