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Cheshire Software

Comprehensive financial planning solutions for modern RIAs.

"Cheshire Software provides comprehensive financial planning tools designed to help RIAs create and manage client financial plans. The platform offers features for goal setting, retirement planning, investment analysis, and insurance needs assessment. Firms use Cheshire Software to streamline the financial planning process and deliver personalized advice to clients."

Launch Product Page
Consensus Grade
C+
72/100 Confidence
Institutional Verified
Market Position
Ranked #0 in Wealth Utilities
Validated Adoption
0 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Goal-based financial planning
Client onboarding and data aggregation
Scenario planning and stress testing
Automated plan monitoring and alerts
Integrated reporting and analytics

Primary Use Cases

Client goal setting
Retirement planning
Investment allocation modeling

Agentic Intelligence Briefing

"Cheshire Software is a financial planning platform that helps RIAs create and manage personalized client plans efficiently."

Real-time Forensic Synthesis

Competitive Strengths

Focused on financial planning
Potential for comprehensive planning capabilities

Adoption Hazards

Limited information available to assess fully
Unknown pricing and integration capabilities
Unknown features beyond 'financial planning'

Product Dossier

Target Market
RIA
Target Audience
Independent and hybrid RIAs seeking scalable financial planning solutions.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2RightCapital
3MoneyGuidePro

Value Proposition

"If you're an RIA looking for a focused financial planning solution, Cheshire Software may be worth exploring, but further research is needed due to the lack of publicly available information."

Audit Your RIA Stack

See how Cheshire Software fits into your overall tech efficiency score.

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