Overview

About Cheshire

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.

At a glance

Software information

Industries served, licensing and the support Cheshire provides.

Licensing

Monthly Payment
Free version

Support

Email
Online (Ticket)

Training

Help Guides
Case Studies

Knowledge Base

Help Guides
Case Studies

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Capabilities

Cheshire features

The full feature set, grouped by module.

Financial Planning Software

Accounting Integration
Budgeting & Forecasting
Consolidation/Roll-Up
Credit Card Management
Risk Management

Plans

Cheshire pricing

Free Version

Yes

Payment Frequency

Monthly Payment

Vendor pricing page

Media

Screenshots & video

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