Software Options

View or download our brochure here

We offer a choice of 2 market-leading products – ‘Truth® & ‘Professional’.

Truth provides comprehensive, client-facing cash flow modelling software.

Professional includes everything in Truth PLUS a practice management (back office) system. Truth also links to many other back office systems including Avelo, Intelliflo, Plum, and Capita (CCD).

Please contact us on +44 (0)1384 273736  or by email to find out more.

This table outlines the features available in our software, and shows which are available in each product under our Standard Agreement.

FEATURES
TRUTH®
PROFESSIONAL
NET WORTH STATEMENT
Current, projected and historical net worth analysis, tables and charts
INCOME STATEMENT
Current and projected income analysis, tables and charts, income tax and NI calculators
EXPENDITURE STATEMENT
Current, projected and historical expenditure analysis, tables and charts
CASH FLOW STATEMENT
Lifelong liquid capital and cashflow projections, needs-analysis and targeting calculators
ESTATE STATEMENT
First and second death analysis for both parties including IHT calculations, lifetime transfers, PETs, trusts and detailed distribution summary
EDUCATION STATEMENT
Projected education expenses for all dependents
PENSION STATEMENT
Current pensions and estimated benefits, records crystalisations & monitors annual and lifetime allowances, targeting calculators
ASSUMPTIONS
Control of all assumptions e.g. inflation, interest rates, pension charges, expected returns, mortality
WHAT-IF SCENARIO PLANNING
Straightforward modelling of alternative courses of action and comparison of results
TARGETING & NEEDS ANALYSIS
Quick, precise calculation of needs, including current income, protection, pension income, investment growth rates, capacity for loss
BUSINESS PERFORMANCE ANALYSIS
Simple comparison of profit margins to identify opportunities for business owners
FINANCIAL PLAN PRODUCTION
Total control of the design, content and branding of all printed output including comprehensive plans or short compliance reports, linked to Microsoft Word
FACT FIND
Importable expenditure questionnaire and data entry wizards. Print blank or pre-populated, customisable client questionnaires.
PAPERLESS OFFICE
Digital document management , Contact History - everything in and out of the office can be saved, enabling efficient storage of emails, contemporaneous notes and scanned documents.
AGENDAS & MINUTES
To assist in the organisation and effectiveness of client meetings.
BACK OFFICE INTEGRATION
Integration with popular back office systems including Avelo (First), Capita (CCD) and Intelliflo
BACK OFFICE MANAGEMENT (INTERNAL)
Back office and portfolio management software, including new business tracking, commission tracking, time ledger, standard letters & mail merge.
INVESTMENT & ANALYSIS
Model portfolios, asset allocation, performance charts and tables and investment valuation designer
LINKS TO PLATFORMS
Integration with key platforms. Seamless live updates
LINKS TO SOFTWARE & RESOURCES
Seamless real-time integration with key software including Finametrica
FREE TRAINING CREDITS
Hands-on software training courses and access to Regional Mentor Workshops
TELEPHONE SUPPORT
Unrivalled UK based support team. Expert, professional & courteous assistance to all queries
FREE SOFTWARE UPDATES
Ongoing enhancements and updates including prompt changes to maintain compliance with government legislation
FIRST LICENCE
(Cost per month, exc VAT)
£197
£297
ADDITIONAL LICENCES
(Cost per month, exc VAT)
£75
£75

Prestwood software is easy to use. You enter details of your client’s income, their outgoings, their assets and their liabilities. This gives an accurate measure of their net worth and current financial situation. You then build up a picture of the life they want to enjoy in years to come.

The software produces a dramatic picture which spells out the reality of the financial future they are creating. Suddenly they see it, understand it and believe it. You can then model realistic ‘what if’ scenarios that demonstrate a range of outcomes.

This enables you to address clients’ major concerns, including:

  • What they must do to achieve their financial objectives
  • How to avoid running out of money
  • How to plan the transfer of capital to other family members or charities
  • How long they will be able to support their lifestyle in retirement
  • How seemingly minor changes can dramatically change their financial future

Prestwood Software puts the focus on clients. They become the centre of attention and you are able to create a personalised picture of what they must do in order to achieve their goals.

Prestwood will work with you to help you to identify the right option for your business.

To discuss your requirements or to arrange a free trial or demonstration, please contact us on +44 (0)1384 273736 or by email.