Welcome From Our CEO
Dear CCH User:
To improve your services and maximize your productivity, there are two factors you look for:
- Software Tools - The best software products to manage your data and print reports.
- Integration - Software products that enable you to pass client data seamlessly from one application to another, saving you critical time.
To meet your needs in both of these areas, CCH , a Wolters Kluwer business and Financial Navigator, Inc. have formed a strategic partnership to provide better products for CPA firms and family office professionals. We know that joining forces builds on our strengths to deliver an integrated solution to meet your needs in serving high net worth clients.
Financial Navigator will integrate with the following CCH’s ProSystem fx Office products:
- ProSystem fx Tax – Built for tax preparation
- Engagement – Built for data management
- Document – Built for the storage of all types of reports and legal documents
This integrated solution will provide increased ease of use for a wide range of professionals delivering tax and accounting services to your clients. In addition, each product of the ProSystem fx Office suite is designed for ultimate integration with CCH’s Tax Research NetWork, Microsoft Office, and CCH ClientRelate. These research products give you instant access to all the latest tax research and information when and where you need it.
Sincerely,
C. Edward Van Deman
CEO and Co-Founder
FAQ for CCH Users
 What is Financial Navigator?
Financial Navigator, Inc. is the leading provider of software used by accounting professionals to serve high-net-worth clients. We license a family of products that enable accounting and tax practitioners to offer high-quality investment tracking and financial reporting services to their clients.
What does Financial Navigator's software suite do?
Financial Navigator products enable users to track:
- Marketable securities
- Real estate
- Oil and gas
- Hedge funds
- Small business interests
- LLCs or FLPs
- Foundations
- Trusts and estate
Using our products, Financial Navigator users are able to:
- Prepare complete financial statements that show clients their current net worth and how their investment assets are allocated across various asset classes.
- Retrieve transactions electronically from brokerage firms, banks, and credit card companies so that data entry is quick and easy.
- Create consolidated financial statements from multiple entities when the investor has a percentage interest in each of the various entities.
- Calculate portfolio performance for many types of investments using time-weighted and internal rates of return. Compare returns with benchmark indexes such as S&P 500, NASDAQ, and Wilshire 5000.
- Bridge the data into ProSystem fx Tax programs for easier and faster tax preparation.
How does this help me as a client of CCH?
CCH and Financial Navigator, Inc. have formed a strategic partnership to provide better products for CPA firms and family office professionals. Both companies know that joining forces builds on the strengths of each company to deliver an integrated solution to meet the needs of professionals serving high net worth clients.
This will enable users of CCH products to gain the full benefit of all of the Financial Navigator products and have that data available in Financial Navigator's Enterprise and CCH Prosystem fx suites.
How will Financial Navigator work with CCH?
Over the next two years Financial Navigator will work to integrate its products with the following CCH’s ProSystem fx Office products:
- ProSystem fx Tax – This is the CCH tax preparation system. This will significantly speed up the process of preparing tax returns from data maintained in Financial Navigator system.
- Engagement – This product manages various types of financial data and enables the user to move the data easily into several of the CCH ProSystem products.
- Document – This product handles storage of all types of reports and legal documents.
This integration will provide a wide range of professionals ease of use in delivering tax and accounting services to their clients. In addition, each product of the ProSystem fx Office suite is designed for ultimate integration with CCH’s Tax Research NetWork, Microsoft Office, and CCH ClientRelate. These research products give you instant access to all the latest tax research and information, when and where you need it.
More information about Financial Navigator
To learn more about Financial Navigator's suite of products, sign up to view our Product Demonstration or Contact Us for more information.
More information about CCH
CCH, a Wolters Kluwer business (CCHGroup.com) is a leading provider of tax, audit and accounting information, software and services. It has served tax, accounting and business professionals and their clients since 1913. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research NetWork™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill.
Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory, and education sectors. Wolters Kluwer has annual revenues (2006) of €3.7 billion, employs approximately 19,900 people worldwide and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit www.wolterskluwer.com
Download Press Release
 Press Release: CCH and Financial Navigator Form Strategic Partnership
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