Knowledge Base

This knowledge base includes various support documents to help users setup their Cheshire Applications and keep them up to date with the latest features Cheshire adds.

Cheshire Wealth Manager

Cheshire Wealth Manager Networking Instructions:

View the instructions to network the Cheshire Wealth Manager

Cheshire Wealth Manager DEMO Download Instructions:

View the instructions to download the Cheshire Wealth Manager DEMO

Cheshire Wealth Manager UPDATE Download Instructions:

View the instructions to download the Cheshire Wealth Manager UPDATE

Cheshire Wealth Manager Instructions for Troubleshooting SQL Connections:

View the instructions to troubleshoot SQL connections

Cheshire Wealth Manager Instructions for Importing Account/Positions from Morningstar Office:

View the instructions to import Account/Positions from Morningstar Office

Instructions for Importing Data using Advent Axys®

View the instructions to import data using Advent Axys®:

Cheshire Wealth Manager Networking Instructions for the 2014-A5 version:

View the instructions to network the Cheshire Wealth Manager, Version 2014-A5