Integration Partners

Cheshire Wealth Manager uses account aggregation technology to save you valuable time when creating plans and inputting data. There are several programs and add ons which allow you to integrate you client's data into Cheshire Wealth Manager.

Advent Axys®

Advent Axys®

Advent Axys®

Black Diamond®

Schwab PortfolioCenter® Schwab PortfolioCenter®

Schwab PortfolioCenter®

TD Ameritrade®

TD Ameritrade®

Advisor Exchange

Advisor Exchange

Albridge®

Albridge®

Junxure

Junxure

Morningstar®

Morningstar®