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Planning software

Cheshire Wealth Manager

Financial planning software with Monte Carlo analysis for goal-based or cash-flow-based client plans.

Made by Cheshire Software, Inc. Visit Cheshire Wealth Manager's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listedNone found
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What their website looks like

Screenshot of Cheshire Wealth Manager's homepage
Cheshire Wealth Manager's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Cheshire Software, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No price on cheshire.com: the homepage, Downloads, Contact info, Support and 30-day free trial pages checked and there is no cheshire.com/pricing page. The site asks buyers to contact Cheshire for a trial. Not found, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. Cheshire Wealth Manager isn't on it: it doesn't publish a price.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

Connection cost: Cheshire Wealth Manager publishes no pricing for us to read.

No custodian, CRM or planning connection found

We didn't find one on the pages of Cheshire Software, Inc.'s site we read. Ask Cheshire Software, Inc. how account data gets into it.

Moving to Cheshire Wealth Manager from another tool

What Cheshire Software, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Cheshire Wealth Manager pages we read

We looked on Oct 8. Before you sign, ask Cheshire Software, Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on Cheshire Software, Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for Cheshire Wealth Manager yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Cheshire Wealth Manager with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

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