Registered Investment Advisors
Certified Financial Planners
Certified Public Accountants
Fee-only Wealth Managers
Trust Departments
User Friendly & Completely Customizable
Cloud-Based
Integrates with Other Providers
Free Cloud or Desktop Demo
Training & Support Provided
Create professional reports with clear, colorful graphics.
Contact Cheshire to arrange for a 30 Day Free Trial
Thank You Tom Wyatt For the Photos
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial planning software. This wealth management software includes Monte Carlo probability analysis using goal or cash-flow based planning. With Cheshire Wealth Manager, you will have the tools you need to engage new clients and strengthen existing client relationships by creating detailed, easy to understand retirement and lifetime income plans.
As an advisor, you can use the Cheshire Wealth Manager to:
Generate Client-Friendly, Comprehensive Financial Plans
Utilize Cash Flow or Goals-Based Analysis
Run Advanced Monte Carlo Simulations
Build and Illustrate Scenarios Using Any Combination of Modified Baseline Inputs
Incorporate Detailed Federal & State Tax Projections With Audit Trails