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
"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
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
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 onlinestore.cch.com.
A one-year subscription is $1,045 plus applicable tax, shipping and
handling and includes two free imports from the CCH Financial
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.
About CCH INCORPORATED
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 cch.com.
The CCH tax and accounting web site can be accessed at tax.cchgroup.com.
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