Wellington West Capital Inc. and CCH Canadian Ltd. announced yesterday that they have entered a definitive agreement to license and install the financial planning software, FP Solutions, across the Wellington West organization as part of their integrated platform.

As a result of the agreement with CCH, Wellington clients will benefit from a single client experience across all Wellington West business units.

The strategy defined as “One Wellington” drives towards a sophisticated family wealth management platform with a single view of each of our clients across all parts of the organization, creating the ability for experts from all lines of business to collaborate in serving the client.

“It’s clear from industry research that clients are demanding more integrated products and advice and are less willing to pay for commodities,” said Doce Tomic, exec. vp, asset management at Wellington. “That’s why our core growth strategy centers on the ability to serve our clients in a way that they want to be served. Understanding all of the needs of the client, and focusing our expertise on a plan that can deliver a roadmap to the client’s life goals are what set us apart.”

“Wellington is a market leader who we are excited to be working with” said Doug Finley, vp, tax, accounting, and financial planning. At CCH our goal is to be the professional’s first choice in providing information tools, solutions and services to help clients make critical decisions effectively and achieve success. We are proud to be a part of Wellington’s client-centric model called “One Wellington Consulting”

CCH provides software and content to leading financial institutions and advisors across the investment, tax and accounting industries.

It launched the FP Solutions Financial Planning software in 2003.