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.
As an advisor, you can use the Cheshire Wealth Manager to:
- Generate a comprehensive, financial plan for your clients
- Reduce the time you are spending collecting and entering client data
- Run locally or in the Cheshire cloud