CCH and Financial Navigator announced a strategic partnership agreement to deliver a complete solution to financial professionals serving high-net-worth clients.
CCH is a Wolters Kluwer business and a provider of tax and accounting information, software and services. Financial Navigator, Inc., based in Silicon Valley, is a provider of integrated technology products and reporting services for family offices and CPA firms serving the high-net-worth market.
Financial Navigator will integrate its Navigator Enterprise solution with CCH’s product suite, including ProSystem fx Tax, Engagement and Document. The integration of these products will provide financial professionals with technology tools to expand their service offering.
"This strategic partnership represents a significant opportunity for CCH to further expand the integration of our products," said Mike Sabbatis, president of CCH. "Partnering with Financial Navigator allows us to provide our users with software tools that will increase their client services. Now, CCH users can offer their most important individual clients new services in areas of investment tracking and comprehensive financial reporting."