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Cost and what is included truth professional
Our market leading financial planning programs with lifelong cash flow analysis, designed for maximum effectiveness when used with clients.
Production of comprehensive financial plans or short compliance reports, linked to Microsoft Word. You have total control of the design, content and branding of all printed output.
Agenda, Minutes, Contact History plus Document Management (paperless office).
Back office and portfolio management software, including new business tracking, commission tracking, time ledger, standard letters, mail merge, model portfolios, asset allocation, performance charts and reports and Investment Valuation designer.
FREE training to ‘spend’ how you wish, whether it be on our hands-on software training courses or access to our Regional Mentoring Scheme. 4 free days 8 free days
Unlimited telephone support. We don’t operate a ticket queuing or call back system. Call one of our experts during office hours. Whoever answers the phone will answer your question. We pride ourselves on our unrivalled support.
Automatically receive all updates to the software online. With a wealth of Financial Planners already using our software, suggestions to improve the client experience are implemented regularly. We monitor upcoming changes to government legislation and change the software as required.
Free first year membership to the Institute of Financial Planning (for non-members only)
First licence (cost per month + VAT) £197 £297
Additional licences (cost per month + VAT) £75 £75
The way forward..... For additional information please contact the Prestwood support team on 01384 273736 or email Ritchie Walton at ritchie@prestwood-group.co.uk

 

The best way to experience truth® is to come to one of our seminars. At these seminars you will not only learn how truth® can help you get real with your clients about money, but also pick up proven ideas, tips and techniques that can immediately double, treble and even quadruple your income.

 
 

BOOK NOW!

 

 

 

 

 
 

News regarding the launch of truth® is growing, read about what the financial papers have to say.

 
  IFA Online
Professional Adviser
Citywire
Money Marketing
Paul Scarfe - NMA
 

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