Get More with Cheshire Wealth Manager

Sophisticated financial planning:

 Run a simple goal-based plan or a complete cash flow
  driven lifetime financial analysis

 Provide a robust Monte Carlo probability analysis using
   varying rates of return (standard deviation & correlation)
   for all asset classes

 Utilize historical data for 17 asset classes, with some going
   as far back as 1920

 Have the flexibility to add your own asset classes, using
   historical or expected returns

 Modify asset allocation over time to support portfolio
   changes in the future

 Set order of asset liquidation at the account level - enable
   multiple taxations to be spent simultaneously

 Link events to a date - change the date once, and all
   related events will be updated

 Model the purchase and/or sale of a major asset in the
   future

 Automatically calculate federal taxes based on tax tables
   and filing status

 Deduct mortgage interest from taxable income

 Project detailed retirement savings contributions, factoring
   in company match and contribution limits

 Detailed life and disability insurance scenario analysis

Detailed client reports:

 Customize client reports with your logo, color scheme,
   disclaimer and font style

  Imbed your firm's Investment Policy Statement into the
   printed report

  Tailor the level of report detail for each client's plan

  Choose how you want to display charts: pie, bar or line for
   all in 2-D or 3-D

  Showcase powerful case scenarios with side-by-side
   reporting

  Generate advanced "what-if" analysis to illustrate changing
   multiple variables at once Save reports using the .pdf file
   format

  Add supplemental documents, such as Questionnaires
   and Investment Policy Statements to your report

State-of-the-art technology:

 Import client accounts and holdings using Albridge
   Solutions, Schwab Portfolio Center or a .csv file

  Automatically derive asset class based on ticker symbol
   using Morningstar® technology

  Enjoy complete data integration across all reports

  Access updates automatically via the web with minimal
   download time

  Protect your client data with secure password login

  Use permission controls to define who has access to your
   data

  Store your data locally without having to depend on a third
   party for security Share plan data using easy networking
   capabilities