Cheshire Wealth Manager
Comprehensive Financial Planning Software
Cheshire Wealth Manager is a comprehensive financial planning software package ideal for building your wealth management business. The flexible program allows you to create both simple and detailed financial plans. You will also encourage client interaction and understanding with clear and compelling client reports.
Cheshire Wealth Manager combines:
- Sophisticated Financial Planning
- Comprehensive data analysis
- Detailed client reports
- State of the art technology
Review the features of Cheshire Wealth Manager yourself with the free 30-day trial.