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Wolters Kluwer CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Generative AI, Granular Profitability, Intelligent Insights, MCP Support, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated Overall, Top Rated: Budgeting/Planning, Top Rated: Consolidation, Top Rated: Ease of Use, Top Rated: Operational Planning, Top Rated: Perform./ Scalability, Top Rated: Reporting, Top Rated: Revenue Planning, Top Rated: Sales Planning, Top Rated: Workforce Planning AI Powered, Apps/Pre-configured Solutions, Complexity Simplification, Ease of Use, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499, $2000 - $2499 Vendor /by BPM Partners

PERFORMANCEPLACE


Agentic AI with a Finance Brain

4.67

BPM Pulse Rating


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BPM Pulse 2026


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OVERVIEW


The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning), CCH Tagetik ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, OneStream, Oracle or other vendors >>>


BPM Partners Top-Rated Vendor

INDUSTRY SUCCESS


Financial Services, Healthcare, Manufacturing, Professional Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Financial Consolidation Survey 25  R

BPM Partners 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik  R

BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix  $

BPM Partners Wolters Kluwer CCH Tagetik 2026-2027 Vendor Landscape Matrix: Special Edition  R  

Dresner Advisory 2026 Wisdom of Crowds EPM Study  R  

Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant  R

Gartner CCH Tagetik a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant  R

IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance  

Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix  R 


Related Whitepapers & eBooks

State of the Union on Extended Planning

CCH Tagetik Supply Chain Planning Datasheet

Leveraging Performance Management to Improve Profitability in Banks

Collaboration in Financial Consolidation and Disclosure Processes

One Size Does Not Fit All

Key Steps to IFRS Readiness

Performance Management: The Next Generation


Related Webcasts & Events

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R

The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM  R

2025 Pulse of Performance Management: Wolters Kluwer (CCH Tagetik) Reviewed as Core Vendor  R

Related Articles & Blogs

Top-Rated EPM Vendors for 2026

LinkedIn: The Best Embedded AI Agents for Finance 

IFRS 18: What the New Standard Means for Your Financial Reporting  

How CFOs are Weighing AI Adoption  

BEPS Pillar Two Impact on Consolidation  

New Performance Management Leaders 2023

The Return of Zero-Based Budgeting  

Best Budgeting and Planning Solutions 2020

What Does the Future of Finance Look Like?  

Industry View: Tagetik Acquisition  

CCH Tagetik Launches IFRS Solution Portfolio  

CFOs: Stay in Control of Your Reporting Process  


Latest News

Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix for Fourth Consecutive Year 

Wolters Kluwer Appoints New CEO for CPM and ESG Division 

Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide 

Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI 

Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform 

Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities 

CCH Tagetik on SAP HANA for Powerful Analytics 


Jobs at this Vendor

Open Jobs: CCH Tagetik 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2024/06/CCH-Tagetik-Logo-2024webhorizontal2.png 113 400 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 19:34:232026-10-12 16:53:15Wolters Kluwer CCH Tagetik

Syntellis Performance Solutions

May 22, 2018/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, S&OP, Solution Library, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready AI Powered, Complementary Use Cases, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Vertical Focus Enterprise, Large, Midmarket - Upper $1000 - $1499, $1500 - $1999, $2000 - $2499, $2500 - $2999 Vendor /by BPM Partners

PERFORMANCEPLACE


Elevating Performance.

0.00

BPM Pulse Rating


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OVERVIEW


Syntellis, now part of Strata Decision Technology, delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education.  See detailed ratings and compare to Anaplan, Oracle or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

INDUSTRY SUCCESS


Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2022 Vendor Snapshot for Syntellis  R


Related Whitepapers & eBooks

2021 Financial Institutions Finance and Technology Trends R 

2021 Healthcare Financial Trends Report R 

Software Requirements Checklist for Financial Institutions

Solution Brief: Syntellis’ Axiom Planning

2020 Profitability Perspectives: Key Findings for Financial Institutions R

Performance Management: The Next Generation


Related Webcasts & Events

Top 9 Finance and Technology Trends for Financial Institutions in 2021  R  

Related Articles & Blogs

Focused Acquisition: Stratasan

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

What’s in Store for Healthcare Executives in 2022 

2022 CFO Outlook for Financial Institutions Report 

Two New and Noteworthy Performance Management Vendors

Making Relationships Pay 


Latest News

Syntellis to Become Part of Strata Decision Technology 

Syntellis Receives 100% Recommendation Rate from Customers 

Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities 

Infor Partners with Syntellis to Improve Cost of Care and Operational Outcomes for Healthcare Organizations 

Syntellis to Acquire Stratasan for Expanded Healthcare Analytics 

Syntellis Performance Solutions Appoints New CEO 

Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations 

Clients Rate Syntellis’ Axiom EPM Solution ‘Excellent’ in BPM Partners’ 2020 VLM 

Fiserv Helps Financial Institutions Leverage Syntellis’ Axiom Planning and Profitability 

Syntellis’ Axiom Comparative Analytics Ranks #1 

Kaufman Hall Software Becomes Syntellis Performance Solutions 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/SyntellisLogoweb-e1593102545304.png 117 600 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 18:53:202023-11-22 16:50:21Syntellis Performance Solutions
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