Cheshire Software

Cheshire is a leader in developing financial planning software for the wealth management industry. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Alongside the main category they mention Financial Services and Wealth Management. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Cheshire Software is based in Newton Highlands, Massachusetts and founded in 2009. You can read more at cheshire.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

If you have worked with Cheshire Software, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.