Technical Support

At Cheshire, our users are very important to us. If you are experiencing difficulty with the financial planning software, our highly responsive technical support team will work to fix this quickly.

Our business hours are Monday - Friday 8:30 am to 5:00 pm EST. If you are directed to our message center, we will return your call promptly, always within the same business day.

If you run into a problem on the weekend, please email from 9:00 am to 5:00 pm EST and someone will respond to your support request as soon as possible.

Get technical assistance quickly:

Phone: (617) 527-4000



To help users get up to speed with Cheshire Wealth Manager quickly, Cheshire offers various ongoing training opportunities.

Training types include,

In addition to helping you get the most out of your software, training classes are a great opportunity to network and exchange ideas with other Cheshire users.

If you are interested in scheduling a Cheshire Wealth Manager training, please contact us at (617) 527-4000. We will do our best to accommodate your training needs.

Holiday Schedule

Cheshire Software will be closed on the following holidays. We will not be available for technical support on these days. Any support requests we receive on these days will be returned the following business day.


New Year's Day - Monday, January 1

Martin Luther King, Jr. Day- Monday, January 15

Washington's Birthday/President's Day- Monday, February 19

Good Friday- Friday, March 29

Memorial Day- Monday, May 27

Juneteenth- Wednesday, June 19

Independence Day- Thursday, July 4

Labor Day- Monday, September 2

Thanksgiving Day- Thursday, November 28

Day after Thanksgiving- Friday, November 29

Christmas Day- Wednesday, December 25