Cheshire Wealth Manager

Comprehensive Financial Planning Software

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 the 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.

Customizable Reports

As an advisor, you can use the Cheshire Wealth Manager to:

Learn more about our financial planning software