Wolters Kluwer Recognized as a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Solutions

Once again, our partner Wolters Kluwer has set a benchmark for excellence by being named a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Solutions. This marks the fourth consecutive year that their innovative solution, CCH® Tagetik, has achieved this distinction.

In this prestigious annual evaluation, Gartner® assessed 16 financial planning solution providers, and Wolters Kluwer stood out for its Ability to Execute and Completeness of Vision, reaffirming its leadership in the field.

Why CCH® Tagetik?

CCH® Tagetik Budgeting, Planning, and Forecasting software redefines enterprise planning with its AI-powered platform that delivers speed, automation, and precision. Designed for global organizations, this solution extends beyond traditional financial planning to include strategic, operational, supply chain, and workforce planning while seamlessly integrating with third-party systems.

The solution is equipped to address modern enterprise demands for agility, accuracy, and transparency with advanced features such as:

• Real-time analytics
• Cascading allocations
• Configurable workflows
• Predictive plans and forecasts
• AI-driven planning capabilities

Part of the CCH® Tagetik Intelligent Platform, this robust software empowers finance teams to handle massive datasets, unlock actionable insights, and drive impactful decision-making.

About Financial Planning Software and Gartner®’s Recognition

Financial planning software, like CCH® Tagetik, is essential for transforming FP&A processes, including budgeting, forecasting, modeling, and performance reporting.

The Gartner® Magic Quadrant™ evaluates vendors against market-specific criteria to determine their strengths and future readiness. Leaders in the quadrant, such as Wolters Kluwer, demonstrate exceptional execution today and a clear vision for tomorrow.

According to Gartner®, the Magic Quadrant categorizes vendors into four groups:

• Leaders: Outstanding execution of current vision and preparation for future challenges.
• Visionaries: Innovative ideas but limited execution.
• Challengers: Strong execution today but limited understanding of the future market.
• Niche Players: Focused on specific segments but lacking broader innovation.

Why This Matters

As a trusted partner of Wolters Kluwer, CRMT is committed to delivering solutions that help organizations meet the ever-evolving demands of financial planning and analysis. CCH® Tagetik stands out as a transformational tool for companies aiming to enhance their FP&A capabilities.

Discover how Wolters Kluwer and CRMT can empower your financial planning processes with market-leading solutions. Reach out to our team today to learn more!