Cheshire Wealth Manager

Comprehensive Financial Planning Software

Cheshire Wealth Manager is fully integrated financial planning software for investment professionals. This wealth management software includes estate planning, monte carlo analysis, and 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, yet 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