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-person training held periodically around the country

  • Private, in-person training at your company's offices

  • Web-based training

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.