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Cheshire Wealth Manager

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and retirement planning software combines sophisticated modeling and analytics with rich, high-quality output that’s easy to understand. They provide superior financial planning tools backed by unparalleled technical support.

Cheshire Wealth Manager
  • Financial Planning
  • Monte Carlo Analysis
  • Client Reporting
Cheshire Wealth Manager

Companies that integrate with Cheshire Wealth Manager

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Aqumulate
Aqumulate
Aqumulate is a technology firm designing software to aggregate financial data of clients.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.

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Cheshire Wealth Manager

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