Broadridge Client Information Management vs. Wolters Kluwer CCH ProSystem fx
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Broadridge Client Information Management | Score9 out of 10 | N/A | Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers. | N/A |
 Wolters Kluwer CCH ProSystem fx | Score7.8 out of 10 | N/A | Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities. | N/A |
| Broadridge Client Information Management | Wolters Kluwer CCH ProSystem fx | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Broadridge Client Information Management | Wolters Kluwer CCH ProSystem fx | |
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| Likelihood to Recommend | 9.0 | 7.8 |