CCH and Financial Plan Advantage Sign Support Agreement
Ensures Financial Solutions Customers To Benefit from FPA's Extensive Financial Planning Knowledge and Experience
Toronto, Ontario (November 29, 2006) - Fulfilling its goal to make training and support for its financial product line a number-one priority, CCH, Canada's premier provider of tax research, accounting and tax compliance tools, today announced it has contracted Financial Plan Advantage (FPA), a provider of comprehensive financial plans for advisors, to provide telephone planning support and live Web-based training to FP Solutions customers.
"CCH is delighted to have FPA join our FP Solutions team," said Kate Pattison, Marketing Manager for Financial Planning at CCH. "Our clients have come to expect more than technical support from CCH - they want help resolving financial planning issues. FPA is a firm of FP Solutions experts who can help us respond to our customers' needs more effectively and quickly. All our secondary, or planning, support team have their CFP or are working towards that designation. No other financial planning software provider offers this level of support and service."
"Our planning often involves complex situations, and being able to review a planning scenario live with a CFP who's an expert on the software is invaluable," said Rob Koski, Associate, Algar, Virtue & Associates, Family CFO®. "In addition to receiving detailed answers to our questions quickly and efficiently, we are often provided with additional training on the advanced features of the application which allows us to operate more productively. CCH's commitment to "second-level/Tier-2" product support is a significant factor in our decision to use FP Solutions as our primary planning tool."
"FPA already provides a large number of advisors with financial planning support services," said Dave Faulkner, founder and president of Financial Plan Advantage. "We're experts in FP Solutions: we use it every day to prepare financial plans for advisors. It's a natural fit to share our knowledge with CCH and support its financial planning customers. We're looking forward to working with CCH, and providing its FP Solutions customers with both the support and information that meet their financial planning needs."
About CCH
CCH is Canada's premier provider of authoritative compliance tools, research and practice materials for accounting, financial, legal and business professionals. Celebrating its 60th anniversary in 2006, CCH produces software and information products that help customers take command of complex regulatory issues in tax, accounting, law, financial planning and human resources. CCH (www.cch.ca) is a Wolters Kluwer business (www.wolterskluwer.com).
Wolters Kluwer is a leading multinational publisher and information services company. The Company's core markets are health, corporate services, financial services, tax, accounting, legal, regulation, and education. Wolters Kluwer has annual revenues (2005) of €3.4 billion, employs approximately 18,400 people worldwide and maintains operations across Europe, North America and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its depositary receipts of shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, see www.wolterskluwer.com.
About FPA
Financial Plan Advantage Ltd is a financial planning firm (www.financialplanadvantage.ca) located in Edmonton that provides financial planning and support services to other financial advisors on a fee basis.
In 2000 Dave Faulkner, the founder and president of Financial Plan Advantage, worked as a consultant with CCH after they purchased FPS2000 from a company he started in 1989. Over the next 5 years Dave helped CCH develop the industry-leading planning software, FP Solutions. Earlier this year Dave started Financial Plan Advantage, a new company that prepares comprehensive financial plans for advisors.
Contact:
Iman Nashed
CCH Canadian
+1 416-224-2224 x6201
Iman.Nashed@wolterskluwer.com