Review Detail
Overall rating
3.2
Company
3.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Cheshire was relatively easy to use and the output is client friendly.
We are new users of Cheshire. We are satisfied with the program so far.
User Review
The Good
reasonbly priced; client friendly reports; the output covers most of the important planning issues (i.e. retirement, cash flow, asset allocation)
The Bad
there are probably more robust planning solutions for advisors who are primarily financial planners
The Bottom Line
we are an investment firm that often discuss planning issues with clients. Cheshire serves our needs very well.
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