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Leslie Bonacum
Neil Allen

CCH Financial Notebook Makes Financial Planners More Productive

 (RIVERWOODS, ILL., September 12, 2002) – Financial planners have a new way to increase their productivity and deliver better customer service, according to CCH INCORPORATED (CCH), a leading provider of financial and estate planning information and software. Professionals who use CCH EnteractTM planning software now have access to the CCH Financial Notebook, a revolutionary new electronic client data-gathering tool. It provides an easy, convenient way to gather clients’ data and build better client relationships.

"Planners are least productive when they’re spending countless hours in information-gathering interviews, data entry and review time," said David Stitt, product manager of financial and estate planning in CCH’s Federal and State Tax Group. "The CCH Financial Notebook changes all that. Clients simply download the electronic Notebook application and complete it themselves on their personal computers," Stitt said.

Streamlined, Intuitive Process

Clients using the CCH Financial Notebook experience a streamlined process that is more intuitive and less time-consuming than being interviewed by planners who use traditional paper organizers. They follow prompts that yield accurate, comprehensive data. They can even flag areas of special concern and add personal comments for more in-depth discussion.

The planning professional simply imports the data from the Financial Notebook to CCH Enteract planning software. This means that professionals are better prepared and more productive during client meetings.

About CCH Enteract

CCH Enteract is a CD-ROM-based, integrated planning system designed to allow planners to see how changes in client data affect planning scenarios immediately and interactively. It models financial scenarios based on client data and produces compelling charts and graphs to illustrate and support recommendations. CCH Enteract supports integrated retirement planning, asset allocation, investment performance analysis, income tax analysis, cash flow analysis, education funding and more. 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.

CCH Enteract includes the Crystal Ball® Monte Carlo simulation tool by Decisioneering, one of the best known and most trusted software tools for performing Monte Carlo simulation.

Availability and Pricing

For more information or to order CCH Enteract, contact CCH at 800-449-8114 or visit the CCH Online Store at A one-year subscription is $1,045 plus applicable tax, shipping and handling and includes two free imports from the CCH Financial Notebook.

Additional imports for the CCH Financial Notebook are sold in blocks. Customers can provide CCH Financial Notebook to as many clients as they wish, with only the data files they actually import counting against the total in the block they have purchased. Blocks of imports never expire. A block of 25 imports is priced at $250; a block of 50 is $450; a block of 75 is $600.


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 tax and accounting web site can be accessed at

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