Cheshire Software
HQ Address
1170 Walnut Street, Newton Highlands, MA 02461-1224, United States
Website Address
Business introduction
Cheshire Wealth Manager is a fully integrated financial planning software
This wealth management software includes Monte Carlo probability analysis using goal or cash-flow based planning
With Cheshire Wealth Manager, you will have the tools you need to engage new clients and strengthen existing client relationships by creating detailed, easy to understand retirement and lifetime income plans.
As an advisor, you can use the Cheshire Wealth Manager to:
- Generate Client-Friendly, Comprehensive Financial Plans
- Utilize Cash Flow or Goals-Based Analysis
- Run Advanced Monte Carlo Simulations
- Build and Illustrate Scenarios Using Any Combination of Modified Baseline Inputs
- Incorporate Detailed Federal & State Tax Projections With Audit Trails
Cheshire Software Solutions
Cheshire Wealth Manager
Cheshire Wealth Manager is a comprehensive financial planning software package ideal for building your wealth management business. The flexible program allows you to create both simple and detailed financial plans. You will also encourage client interaction and understanding with clear and compelling client reports....
