Get More with Cheshire Wealth Manager

Sophisticated financial planning

• Utilize historical data for 18 asset classes, and/or add your own asset classes using historical or expected returns
• Modify asset allocation over time to support portfolio changes in the future
• Link events to a date - change the date once, and all related events will be updated
• Provide a robust Monte Carlo probability analysis using correlated rates of return for all asset classes
• Create a proposed asset allocation and portfolio for your client
• View various data output pages, such as Cash Flow Analysis, Statement of Net Worth and Value of Investments
• Implement branding strategies by customizing all charts and data
• Import client accounts and holdings using Advent Axys®, Advisor Exchange®, Albridge Solutions, Morningstar® Advisor Workstation, Morningstar® Principia®, Schwab Portfolio Center® or a .csv file
• Automatically derive asset allocation based on ticker symbol using Morningstar® technology
• Enjoy complete data integration across all reports
• Securely store your data locally without having to depend on a third party