Client Planner
Portfolio Cost Planning
For IP Firms
Help Your Clients Make Better Financial Decisions
Painless Planning
Help your clients create realistic annual budgets and plan for growth at the click of a button.
Easily export charts and spreadsheets that answer your clients’ most challenging financial questions.
Adapts to Your Needs
Client Planner works with data from any IP Management System and leverages your fees to produce the insights you and your clients need.
Differentiate Your Firm
Stand out in an increasingly competitive market by offering new financially-focused strategic planning options for clients.
