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SOLUTION // EPM

CCH Tagetik

saason-premiseprivate-cloud

Unified CPM platform covering close, consolidation, planning, tax and ESG. Gartner Leader 5th year. Dresner Premier Leader 3 consecutive years (score 4.71/5). Backed by Wolters Kluwer (6.1B euros revenue). Absolute reference in statutory consolidation and regulatory reporting. Integrated AI (Expert AI).

Vendor: Wolters Kluwer (Euronext: WKL) / HQ: Lucca, Italy / Founded 1986

Independent analysis - no commercial ties with Wolters Kluwer (Euronext: WKL)

GLOBAL SCORE

3.8

Top 3 Enterprise Performance Management (EPM)
Vendor robustness
4.5
Vendor vision and market positioning
4.3
Functional capabilities
4.0
Legal and contractual terms
4.0
Technical fit
3.8
Solution adoption
3.5
Solution deployment
3.0
Pricing and costs
3.0

Strengths and weaknesses

Absolute reference in statutory consolidation and regulatory reporting (Solvency II, IFRS 17, CSRD)
Dresner Premier Leader 3 years with highest score (4.71/5)
Most complete deployment flexibility (SaaS, private cloud, on-premise)
Planning less intuitive than dedicated tools, models complex to build
Uneven support by region (good in Italy, weaker in North America)
Dependency on specialized consultants with limited availability

Detailed evaluation across 40 criteria

Vendor vision and market positioning 4.3
Product vision and strategic roadmap 4

Intelligent Platform vision powered by Expert AI. End-to-end CPM coverage. Integrated AI. Solid and coherent roadmap.

Analyst positioning 5

Gartner Leader 5th year (Planning + Close). Dresner Premier Leader 3 years (4.71/5). Nucleus Leader 5th year.

Growth dynamics and market share 4

Wolters Kluwer (Euronext, 6.1B euros). PeerSpot mindshare rising (+50%). North American expansion.

Functional capabilities 4.0
Budgeting and financial planning 4

Complete budgeting and forecasting. Predictive AI (Smart Budgeting). Well integrated with consolidation.

Modeling and simulation 3

Modeling supported but models complex to build and maintain. Planning UX less intuitive than dedicated tools.

Workforce planning 3

Workforce planning available. Functional for standard needs. Not a differentiator.

Operational planning 3

Supply chain planning recognized (Dresner 5 years). Operational coverage less extensive than Anaplan or SAP SAC.

Statutory and management consolidation 5

Absolute reference. Multi-entity, multi-currency, multi-GAAP. IFRS, US GAAP, Solvency II. Exhaustive audit trail. Pre-built processes.

Strategic steering 4

Alignment via conso+planning+reporting integration. Profitability analysis (Analytic Information Hub).

Reporting and analytics 4

Intelligent Disclosure for regulatory. Intelligent Analytics, Ask AI. Good level but less modern visualizations.

Validation workflows and approval chains 5

Close and consolidation workflows among the most mature. Multi-level circuits, task management, complete audit trail.

Profile security and access management 5

Granular control, RBAC. Solvency II, IFRS, SOX compliance. Adapted to most regulated environments.

Data integration 4

Powerful embedded ETL. SAP, Microsoft, Oracle integration. REST API. Fast implementations thanks to ETL.

Technical fit 3.8
Security and access 4

SSO, SAML, MFA. Enterprise standards. Strict regulatory compliance.

Data security and integrity 5

SaaS, private cloud and on-premise. Encryption, audit trail. GDPR, SOC. Sovereignty flexibility.

Platform performance 3

Degradation reported with complex models and many dimensions. Continuous technical tuning needed.

Client ecosystem compatibility 4

SAP (S/4HANA, Datasphere), Microsoft (Power BI, Excel), Qlik. Solid SAP and Microsoft ecosystem.

SLA and technical support 3

Support appreciated in Italy. Delays in Central Europe. Insufficient in North America. Uneven by region.

Technical documentation 4

Decent documentation. Complexity often requires consultant support beyond docs.

Solution adoption 3.5
Usability and user experience 3

Functional interface but UX perceived as less intuitive than modern solutions. Excel-like interface facilitates finance adoption.

Excel integration 4

Appreciated Excel-like interface. Excel integration for reporting and entry. Eases learning curve.

Dynamic charting capabilities 3

Intelligent Analytics, Ask AI. Functional but visualizations less modern than Board or SAP SAC.

Client references and retention rate 4

Significant enterprise clients in finance, insurance, manufacturing, hospitality. Strong Europe, NA expansion.

Change management support 4

Exceptional vendor communication. Dedicated team, responsiveness on critical topics.

Change management risk 3

Significant curve for advanced modules. Manageable without IT for standard processes. Consultant dependency.

Vendor robustness 4.5
Financial viability 5

Wolters Kluwer, Euronext (WKL). 6.1B euros revenue. Zero viability risk.

Installed base and industry experience 4

Significant European base. NA and Asia expansion. Finance, insurance, industry. Volume below Oracle/SAP but growing.

Roadmap and release cadence 4

Continuous innovation (Expert AI, ESG, regulatory). Aligned with regulatory changes (CSRD, Global Minimum Tax).

Partnership mindset and openness 5

Exceptional communication. Dresner Premier Leader 3 years (4.71/5). Partnership relationship excellence.

Solution deployment 3.0
Deployment ease 2

Complex implementation. Specialized consultants needed. 6-12 months for conso+planning.

User training quality 3

Training available. Finance-administrable for standard processes. Advanced modules require in-depth training.

API standards and availability 4

REST API. Embedded ETL. SAP, Microsoft integration standards. Open architecture.

Third-party resource availability 3

Growing partners (Column5, Darwin Analytics). Limited specialized consultants. Dependency risk.

Legal and contractual terms 4.0
General terms and specific clauses 4

Solid Wolters Kluwer T&Cs. European vendor, native GDPR. Rigorous approach.

Contractual flexibility 4

Flexible licensing options. SaaS, private cloud, on-premise with migration. Better flexibility than major US vendors.

Pricing and costs 3.0
Price range and licensing 3

Mid-to-high. Competitive for the covered scope (conso+planning+close in one tool).

Deployment cost intensity 2

High implementation costs for complete scopes. Specialized consultants with limited availability.

Pricing model transparency 3

Unpublished but relatively readable model. Fewer hidden cost complaints than Oracle or SAP.

Delivery model variety 5

SaaS, private cloud, on-premise with migration. Most complete flexibility in EPM market.

Other TCO-impacting costs 2

Significant consulting, training, evolution costs. Consultant specialization limits choice and inflates day rates.

Recommended use cases

  • Regulatory statutory consolidation (insurance, banking, regulated industry)
  • Organizations needing conso + planning + close on a single platform
  • Environments with sovereignty requirements (on-premise/private cloud deployment)

About Wolters Kluwer (Euronext: WKL)

Vendor: Wolters Kluwer (Euronext: WKL)

Headquarters: Lucca, Italy

Founded: 1986

Deployment: saas, on-premise, private-cloud

Website

Category: Enterprise Performance Management (EPM)

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Frequently asked questions about CCH Tagetik

Is CCH Tagetik suited for mid-market companies?
With an adoption score of 3.5/5, CCH Tagetik is well-positioned for mid-market thanks to its accessibility and manageable learning curve. Unified CPM platform covering close, consolidation, planning, tax and ESG.
CCH Tagetik vs Board: which one to choose?
CCH Tagetik scores 3.8/5 overall versus 3.8/5 for Board. CCH Tagetik stands out for absolute reference in statutory consolidation and regulatory reporting (solvency ii, ifrs 17, csrd). Board may be preferred for different requirements. The interactive comparator lets you fine-tune based on your context.
How much does CCH Tagetik cost?
The pricing score for CCH Tagetik is 3.0/5. Mid-to-high. Competitive for the covered scope (conso+planning+close in one tool).
Does CCH Tagetik integrate with SAP / Oracle / Microsoft?
The technical integration score for CCH Tagetik is 3.8/5. SAP (S/4HANA, Datasphere), Microsoft (Power BI, Excel), Qlik. Solid SAP and Microsoft ecosystem.