The 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 use 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 rofessional reports with clear, colorful graphics
  
  
• Reduce the time you are spending
  collecting and entering client data
  

Learn more about our financial planning software