Integration Partners
Cheshire Wealth Manager uses account aggregation technology to save you valuable time when creating plans and inputting data. There are several programs and add ons which allow you to integrate you client's data into Cheshire Wealth Manager.
Advent Axys®
Advent Axys® is a portfolio management, reporting and accounting solution, bringing speed, accuracy, and flexibility to your firm’s investment management practice. Using Axys, you can improve decision support, increase productivity, reduce errors, lower overhead, and enhance client service.
To import data using Advent Axys®, you will need to use a report writer file.
Download the report writer file
For the report writer file to work properly, you must save this file and NOT open it directly in a web browser.
If your settings automatically open all files instead of saving them, you can right click on the link and choose "save link as". If you have any problems downloading the report writer file, please call us at 617-527-4000.
Schwab Portfolio Center®
PortfolioCenter® is a software application that provides the functionality needed to efficiently manage financial data, run your back office and serve your clients. PortfolioCenter® gives you a single, consolidated view of all financial assets, regardless of where they are held. Its capabilities include portfolio data management, performance measurement, decision support tools, accounting, reporting and billing.
Advisor Exchange
Advisor Exchange (AE) delivers a dynamic account aggregation solution which provides you and your clients with an on demand, consolidated view of their entire financial profile. AE aggregates managed and held-away account information from over 10,000 sources.
Albridge®
Albridge® consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industry's most scalable and reliable enterprise wealth management solution. Albridge® enables firms to leverage the speed to market of a proven solution with an open architecture for maximum interoperability with Cheshire Wealth Manger.
Junxure
Junxure CRM software provides comprehensive office management tools created specifically for financial services professionals. Junxure combines client and office management, workflow automation, and paperless document organization to enhance your office’s efficiency.
Morningstar®
Morningstar provides a wide variety of products for individuals and financial advisors. These products feature sophisticated planning tools and powerful research databases.
Cheshire Wealth Manage allows for integration from the following Morningstar® products:
- Morningstar® Advisor Workstation Enterprise Edition
- Morningstar® Advisor Workstation Office Edition
- Morningstar® Principia®
In addition, Morningstar® also powers Cheshire’s Security Info Services. This feature allows users to derive the asset allocation of an equity, mutual fund, exchange traded fund, closed ended fund or variable annuity based on a ticker symbol or name lookup.