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CCH and Financial Navigator Form Strategic Partnership
(RIVERWOODS, ILL., April 30, 2007) – CCH and Financial Navigator today 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 leading provider of tax and accounting information, software and services (CCHGroup.com). Financial Navigator, Inc. (finnav.com), based in Silicon Valley, is the leading 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 effective 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.”
“Financial Navigator customers will now have enhanced integration with tax, financial and document management software from CCH that will make them more productive,” said Ed Van Deman, CEO and Co-Founder of Financial Navigator. “This partnership will also enable CCH customers to expand their services to the rapidly growing, high-end market.”
About Financial Navigator, Inc.
Since 1983, Financial Navigator, Inc. (FNI), has provided mission-critical software and services to financial professionals serving high-net-worth investors. It provides software tools for portfolio tracking, investment performance analysis and comprehensive financial reporting for individuals, partnerships, foundations, and trusts. Its products and services are used by family offices, CPAs and other professionals focused on the reporting needs of ultra high-net-worth individuals. FNI software solutions now manage client assets in excess of $75 billion. FNI (finnav.com) is located in Mountain View, CA, and is privately owned.
About CCH, a Wolters Kluwer business
CCH, a Wolters Kluwer business (CCHGroup.com) is a leading provider of tax, audit and accounting information, software and services. It has served tax, accounting and business professionals and their clients since 1913. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research NetWork™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill.
Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory, and education sectors. Wolters Kluwer has annual revenues (2006) of €3.7 billion, employs approximately 19,900 people worldwide and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit www.wolterskluwer.com.
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