Strategic Planner

Financial Planning and Analysis
For IP Owners

Stop Estimating, Start Knowing

We’re introducing the IP world to the power of sophisticated Financial Planning and Analysis (“FP&A”) tools.  

Budgeting for IP owners will never be the same.

No More Limits

Strategic Planner allows you to create detailed financial plans for any IP type in any jurisdiction using data from any IP Management System.   

Go from data to decision in minutes instead of days. 

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Adapts To Your Needs

Leverage your firms’ fee schedules, your fiscal years, your preferred currency, and your filing strategies to create plans tailored to your needs. 

Always Learning

Make better decisions faster, with recommendations based on prior pruning and filing decisions. 

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Want a preview?
Schedule a quick tour!

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We've Got a Lot To Share!

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Let's Do It!

Give us your email if you’d like to try out our Firm Planning Bundle. We’ll send you a confirmation email and get your trial started. If you don’t see an email within 10 minutes, check your spam folder.

There’s no cost or long-term obligation.
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Let's Do It!

Give us your email if you’d like to try out Client Planner. We’ll shoot you a confirmation email and get your trial started – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.
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Give us some contact info and we’ll email you the program details. No SPAM, no hassles. 
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You're All Set!

You should receive a confirmation shortly.
Check your SPAM folder if you don’t see an email.
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Let's Do It!

Give us your email if you’d like to try out IP Forecaster. We’ll shoot you a confirmation email and get you setup quickly – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.