Key features include:

  • The unique CCH Securities Database giving access to over 100,000 quoted securities worldwide as well as information on many popular unquoted securities

  • A Wolters Kluwer cloud database to quickly identify SEDOLs

  • The ability to identify clients who might benefit from tax planning advice as well as calculate notional capital gains to test a variety of ‘What if?’ scenarios

  • Seamless integration with CCH Personal Tax and CCH Trust Tax.