The Cheshire Wealth Manager

The new Cheshire Wealth Manager is a comprehensive,
easy-to-use financial planning program that will help you
build your wealth management business. The program
helps to cut down the time it takes to build or modify a
client's plan by streamlining the data gathering and
integration process.

With the Cheshire Wealth Manager, you'll have the tools
you need to engage new clients and strengthen existing
client relationships.

Best of all, you'll encourage client interaction and
understanding with a clear and compelling client report.

Cost:  - Full License: $900 per year

          - Assistant License: $150 per year

          - Security Info Service: $170 per year

            Includes all updates and technical support

            Get additional product details