An Unusual Set of Clients

At PricewaterhouseCoopers in Detroit, Deedra Wolas, Yvonne Sesko and Jennifer Pair all work with an unusual niche of clients — high-net-worth NBA and former NBA basketball players and other professional athletes.

Pricewaterhouse-Coopers Case Study

Name: PricewaterhouseCoopers

Location: Detroit, MI

Type of Investor: Financial Professionals

# of Entities: 75

Products Used:
Navigator
Impressions
Navigator Access

Budgeting with Navigator

Financial Navigator has helped them keep track of investments, pay bills, do budgeting and tax-planning for these and other clients and provide them with easy-to-understand reporting tools. "We provide many of these clients with financial statements every month," says Deedra. "The transaction reports and budgeting ability particularly help us show our clients how to keep track of their finances and keep to their budgets."

Navigator Provides the Tools

Yvonne has used Navigator for 12 years at PricewaterhouseCoopers. "In the early 1980s, we were searching for software to help us provide financial services for our high-net-worth clients, " she notes. "We began using Navigator then and have been using it ever since. I feel like I have been using it forever. We have tried other products, but none compares with Navigator. I have recommended it to other clients for their own use and have even ordered it for them and helped them learn to use it."