Cheshire Wealth Manager

Product Type:

FINANCIAL PLANNING TOOL

Cheshire’s Wealth Manager is a comprehensive cash flow and goals based financial planning program. Modeling pre and post retirement cash flows along with incorporating goal based strategies are made possible through the user-friendly interface. Industry leading tax capabilities and detailed tax reporting allow anyone the ability to analyze complex tax calculations. Advisors have complete control of asset class return assumptions and can easily create or modify asset classes and model portfolios. Final reports are completely customized and branded as well. Both desktop and cloud versions of the program are available.

INTEGRATION:

Schwab, TD Ameritrade, Advent, Black Diamond, Albridge, Junxure, Orion.

PRICING:

Desktop: $1,200/annually

Cloud: $1,700/annually

FREE TRIAL AVAILABLE?:

Yes.

CREATED BY:

Cheshire Software, Inc

COMPANY ABOUT US:

Cheshire Software provides advisors with the necessary tools to develop a comprehensive financial plan. Attention to detail within the ever-evolving financial planning industry helps keep us ahead of market trends and needs. Cheshire is always incorporating ideas and suggestions from our client base to make the program as robust and streamlined as possible. An educated support an IT staff form the backbone of our services.

CONTACT:

PHONE: 617-527-4000

E-mail: [email protected]