Cheshire is a reputable brand that offers a range of professional financial planning software and wealth management solutions. Designed specifically for Registered Investment Advisors, Certified Financial Planners, Certified Public Accountants, Fee-only Wealth Managers, and Trust Departments, Cheshire Wealth Manager is a comprehensive tool with user-friendly features. With Cheshire Wealth Manager, advisors can create detailed and easy-to-understand retirement and lifetime income plans for their clients.

The software includes advanced Monte Carlo simulations, allowing users to run probability analysis based on goals or cash-flow planning. Additionally, Cheshire Wealth Manager enables the incorporation of detailed federal and state tax projections, providing a comprehensive view of clients' financial situations. The software is fully customizable and can be integrated with other providers, making it versatile and adaptable to different needs.

Cheshire also offers training and support for users, ensuring a seamless experience. With Cheshire Wealth Manager, advisors can generate client-friendly, comprehensive financial plans and illustrations, strengthening their relationships with both new and existing clients. Contact Cheshire to arrange for a 30-day free trial and discover how their wealth management software can revolutionize your financial planning strategies