Our API integration with Wolters Kluwer's CCH ProSystem fx Engagement connects all of your firm's clients to one platform, automatically turning raw financials into benchmarked insights your team can use to deliver advisory at scale.
Connecting, mapping, and analyzing client data one company at a time drains time and limits reach. With Peerview Data, your firm gains firm-wide visibility without the manual lift. The direct API integration streamlines the process, so you can focus on client conversations, not client connections.
Securely link your Wolters Kluwer Engagement environment to Peerview Data through our API.
Review and confirm account mapping once for consistency and accuracy.
Peerview Data automatically produces benchmark reports and dashboards for every client, highlighting performance gaps and opportunities for improvement.
Reports are generated as soon as Wolters Kluwer finishes serving up your firm's files. You save hours of manual work per client and get actionable insight from day one.
Ask a managing partner or industry practice leader how many clients the firm serves, and in which industries, and most can't say. When your data comes into Peerview Data, it's enhanced. We identify the NAICS code for every client, so your firm can finally see its whole client base.
See how many clients you serve in each industry.
Understand how big those clients are.
Spot trends across each industry you serve.
Give industry practice leaders a clear view of their book of business.
See how firm-wide integration transforms your advisory services.