A new API, a new partnership – customers can now benefit from a seamless integration between two leading software providers
Arken.legal and thewealthworks are delighted to announce that they are collaborating to develop a data transfer facility providing clients using both systems with an end-to-end Will drafting to Estate Administration solution.
On initiating a new file in Troika, relevant information held in the Arken Will application (such as Testator’s details, asset information, gifts, beneficiaries, trusts etc.) will be available to import seamlessly, providing significant business efficiencies in terms of time saving and accuracy. In addition, a copy of the original Will instructions will be available to upload from Arken to Troika, which will provide important information to executors, particularly should any issues arise during the estate administration process.
This announcement is the first in what will be many other integrations from Arken as it launches its API into the Wills and Probate marketplace.
An API allows for integrations across different systems to increase efficiency and decrease manual interventions and re-keying. This provides clear benefits of using best in class specialised systems for each area of the business rather compromises made with a generalised solution. Visibility of data across all systems, changes made once and improved workflows are just a few of the benefits customers can take advantage of.
Dave Newick, MD Arken.legal (UK) Ltd, commented: ”We are delighted to announce the introduction of our API and our partnership with thewealthworks – bringing together two great organisations. This is an important step forward for both companies as we enable the industry to take advantage of the very best in software to achieve efficiencies and deliver a seamless Wills and probate experience.
Mick Jones, MD thewealthworks Ltd, said: “Like Arken, we have announced our API and are delighted to be linking with such an advanced product. The benefits for the end user are massive and we are looking forward to this partnership growing over the years as we provide our mutual customers with ever enhanced products and functionality.
For more information on this or any other issue, please contact Pippa Shepherd, Arken.legal, 01732 867792 or Di Pospisil, thewealthworks, 01444 401333
Arken Webinars – Improve your business growth
————————————————————————————————————————————–
Arken.legal is running a series of business growth webinars. Dave Newick, Managing Director, Arken.legal (UK) Ltd takes delegates through key strategies on issues affecting the industry.
The next in the series:-
“The Changing Buying Habits of the Generations in Wills and Estate Planning” 19th November 2018, 2pm
Are you a baby boomer, a Generation X, a Y or even a Z. What is a millennial and how will they shape the future look of your Wills and estate planning business?
Join Dave Newick, Arken.legal MD as he continues his successful series of thought leadership webinars to hear about how you will need to change your approach to suit the buying habits of upcoming generations.
If you would like to find out more about Arken and how it creates efficiencies and facilitates growth in private client businesses, then please tune into the following webinar: – 30th October, 2pm
