
In January 2007, a new simplified version of Prestwood Software was launched, without the back office and investment programs that some advisers had found daunting. The new program is called Truth and has been incredibly successful.
Truth does not require a financial planner to change the back office software. Prestwood are working to link Truth to as many back office software providers as possible, including 1st Adviser Office, Plum Software, and Capita (CCD) Software.
Included in the cost of Truth Software are automatic software updates, unlimited telephone, email and remote access support, and four days of training.
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Lifestyle Planning: Modelling a client's future cash flow projection is made easy with truth® |
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