
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.
Learn more
LinkSquares, a web application, is designed to make legal and finance teams more efficient. The AI-powered contract repository automatically extracts key terms from contracts and provides key insights through deep search, custom reports, and analytics. LinkSquares helps high-growth companies save hundreds of hours and thousands in costs by eliminating the need to review contracts manually and requiring outside counsel. LinkSquares analyzes and extracts structured data from every contract. The result is more that a full-text search. LinkSquares provides interactive Dashboards, custom reports, and other tools that help you put your contract data into action. LinkSquares provides automation and insight to every stage of your contract lifecycle. You can draft faster, review faster, and get agreements done sooner. LinkSquares does everything except write contracts for you. (And that's something we're also working on.)
Learn more
Symphony
MaxVal has been providing IP services since 2004. We have become one of the most trusted IP service providers in the industry, delivering high-quality, on-time IP services. We combined all this experience into Symphony® IP management software in 2015. Symphony is a Salesforce Lightning platform-based IP management solution that manages some the most valuable and innovative patents and trademarks in the world. Symphony is the most trusted IP technology solution. It can help you capture new ideas more efficiently, align your patent portfolio with your business more intelligently, and manage your trademark activities more efficiently.
Learn more
iPNOTE
iPNOTE serves as a comprehensive platform for managing intellectual property (IP), aiming to make the process of handling patents, trademarks, copyrights, and various other IP assets more efficient and straightforward. This innovative solution caters to businesses, legal practitioners, and creative professionals by providing a cohesive tool for monitoring, examining, and administering their IP collections with ease. Key functionalities include automated workflows, access to international IP data, and analytical tools that facilitate informed decision-making. By utilizing iPNOTE, users can minimize administrative burdens, adhere to global IP compliance standards, and protect their intellectual assets in an increasingly competitive environment. Additionally, the platform fosters collaboration among team members, enhancing the overall management of IP resources.
Learn more