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Leslie Bonacum
Neil Allen

CCH EnteractTM Offers Real-time, Integrated Software Tool For Financial Planning

(RIVERWOODS, ILL., October 30, 2000) – CCH INCORPORATED (CCH), a leading provider of tax and business law information and software, has introduced a powerful and valuable personal financial planning software system for those providing financial planning services. CCH Enteract (Financial and Estate Planning)is the newest addition to the company’s growing suite of integrated estate and financial planning information, tools and software products.

CCH Enteract aids personal financial planners in the most critical function they provide to their clients: modeling financial scenarios based on client data and producing compelling charts and graphs to illustrate and support their recommendations. Flexible and fast, CCH Enteract allows planners immediately and interactively to show how changes in client data affect planning scenarios.

"CCH Enteract has the power, flexibility and usability demanded by experienced financial planners, and that will appeal to professionals - such as CPAs - who are extending their practice into this rewarding field," said Michael Bothwell, marketing manager, CCH Federal and State Tax group.

See Changes As They Are Entered

CCH Enteract allows planners to do real-time, integrated retirement planning, asset allocation, investment performance analysis, income tax analysis, cash flow analysis, education funding and other critical functions. It can produce integrated plans involving several types of goals, such as planning for retirement and funding a college education, while simultaneously determining the need for life insurance.

What’s more, extensive customization options make it possible for a planner to tweak client data and immediately see the effect of the change on an entire plan, allowing "what-if" scenarios to be presented interactively.

"The physical output of the financial planning process is typically a plan on paper, with suitable charts and graphs, and CCH Enteract is designed to support that kind of output effectively," said Bothwell. "Also, CCH Enteract supports real-time interactive displays and that’s an important feature and plus."

CCH Enteract even simplifies the data input process with a unique, logic-driven tab interface that makes entering data fast and easy.

Expanding Tools for Planners

CCH Enteract is a significant addition to CCH products of interest to financial planners, such as CCH Solutions for Financial Planning, a complete, multi-volume Internet library providing analysis and guidance for nearly every aspect of personal financial planning. Written by noted practitioners for other practitioners, CCH Solutions provides clear explanations of financial planning concepts, the real-world insight of noted experts and citations to underlying authority.

In addition, CCH offers an extensive suite of research, calculating tools and presentation software support for financial and estate planners, including CCHR FinEst Calcs , ViewPlanR CCH Estate and Gift Tax Reports, CCH Financial and Estate Planning.

Availability and Pricing

For more information or to order CCH Enteract, contact CCH at 1-888-276-5540 or visit A one-year subscription is $995 plus applicable tax, shipping and handling.


CCH INCORPORATED, headquartered in Riverwoods, Ill., was founded in 1913 and has served four generations of business professionals and their clients. The company produces more than 700 electronic and print products for the tax, legal, securities, insurance, human resources, health care and small business markets. CCH is a wholly owned subsidiary of Wolters Kluwer North America. The CCH web site can be accessed at The CCH Federal and State Tax web site can be accessed at

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EDITOR’S NOTE: For members of the press, art illustrating CCH Enteract or a review copy of the software is available by contacting: Neil Allen at 847-267-2179 or


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