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Cheshire is a leader in developing financial planning software for the wealth management industry.
eMoney 360 Pro provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service.
The Finance Logix suite of products is designed to provide the appropriate financial modeling sophistication and complexity in a client facing, intuitive platform.
MoneyGuidePro (MGP) Financial Planning Software gives you the confidence you need to help your clients navigate the challenging terrain of today’s uncertain financial world. MGP’s unique planning philosophy is a hybrid – goal-based planning with full cash flow after retirement. MGP helps you create a well-crafted plan for your clients -- with results they understand and a clear path they can realistically follow.
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
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