CCH Partners with Financial Navigator

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."

You may like these other stories...

Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession.  The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...

Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.