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.
As an advisor, you can use the Cheshire Wealth Manager to:
- Generate a comprehensive, financial plan for your clients
- Produce professional reports with clear, colorful graphics
- Reduce the time you are spending collecting and entering client data