TrustRadius

Salesforce Financial Services Cloud vs. Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Financial Services Cloud
Score 7.8 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…N/A
Wolters Kluwer CCH ProSystem fx
Score 8.7 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
Pricing
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Top Pros
Top Cons
Best Alternatives
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Small Businesses

No answers on this topic

Dext Prepare (with Receipt Bank)
Dext Prepare (with Receipt Bank)
Score 8.9 out of 10
Medium-sized Companies

No answers on this topic

Vertex
Vertex
Score 8.6 out of 10
Enterprises

No answers on this topic

Vertex
Vertex
Score 8.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
8.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
Salesforce Financial Services CloudWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
Salesforce
Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
Verified User
Anonymous
Read full review
Wolters Kluwer
If you want to streamline your record keeping, daily accounting tasks, and tax prep and review, CCH ProSystem fx will greatly increase your productivity by integrating all those needs. It is very useful for any professional that wants high quality and reliable software to aid your daily accounting work or tax returns.
Verified User
Anonymous
Read full review
Pros
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
Read full review
Wolters Kluwer
  • user friendly
  • everything is digitized
Verified User
Anonymous
Read full review
Cons
Salesforce
No answers on this topic
Wolters Kluwer
  • Sometimes opening the Document program can be slow--I have to be patient.
  • Lots of options and commands, takes some time to get used to and master the programs.
Verified User
Anonymous
Read full review
Alternatives Considered
Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
Read full review
Wolters Kluwer
Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.
Verified User
Anonymous
Read full review
Return on Investment
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
Wolters Kluwer
No answers on this topic
ScreenShots