
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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senseIP streamlines the patenting process by providing a complete AI-driven solution for inventors. The platform supports everything from researching prior art and drafting patents to filing and managing patents, all without requiring legal expertise. With senseIP, users can access advanced AI tools that accelerate the patent process, offering accurate results at a fraction of the cost of traditional patent law services. The platform is trained on over 100 million patent applications globally, ensuring precise and high-quality outcomes for both startups and individual inventors.
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PatSeer
PatSeer is a web-based Patent Search, Analysis, and Collaboration Platform with an intuitive interface that everyone loves!
PatSeer boasts the largest full-text patent collection in the world. Its rapid innovation cycle and analytics engine allow clients to quickly extract actionable intelligence from large amounts of patent data.
PatSeer Editions
* PatSeer Projects - Patent Workflow and Information Collaboration across the Organization
* PatSeer Pro& Pro X - Competitive Intelligence. Tech Mining & Landscaping. White Space Analysis. SEP, Qualitative Analysis. Specialized Scoring Models.
* PatSeer Premier: Patent Research, FTO/Invalidity, Patent Mapping
* PatSeer Explorer: A smart and cost-effective solution for all your patent searches across the company
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CPi Trademark Management System
CPI's Real-Time Patent Management System delivers comprehensive patent management solutions for all intellectual property organizations. With our distinctive Real-Time Service Features, you can ensure the integrity of your data while broadening your patent portfolio, utilizing integrated patent office information from over 100 countries. This approach not only mitigates workload but also accelerates innovation and enhances deadline management efficiency. Additionally, CPI’s Trademark Management System offers thorough and dependable oversight of every facet of the trademark process. To minimize data entry efforts and enlarge your database, our Trademark Links Module seamlessly integrates trademark office data and images directly into the relevant records within CPI. Recognized as the premier tool in the market for managing trademark portfolios, our system is designed with intelligent programming and a user-friendly interface that simplifies accurate deadline management, data entry, searching, and reporting. By downloading trademark office data, you can significantly enhance data reliability while further expanding your trademark portfolio. Ultimately, CPI's systems are engineered to empower organizations to navigate the complexities of patent and trademark management with confidence and ease.
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