Cheshire is a leader in developing financial planning software for the wealth management industry. Our easy-to-use financial planning and retirement planning software combines sophisticated modeling and analytics with rich, high-quality output that's easy to understand.This wealth management software includes Monte Carlo probability analysis using goal or cash-flow based planning.

Core Features
Financial Planning Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Risk Management
Pricing Type
Payment Frequency
Monthly Payment
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Case Studies
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