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.
|NET WORTH STATEMENT|
Current, projected and historical net worth analysis, tables and charts
Current and projected income analysis, tables and charts, income tax and NI calculators
Current, projected and historical expenditure analysis, tables and charts
|CASH FLOW STATEMENT|
Lifelong liquid capital and cashflow projections, needs-analysis and targeting calculators
First and second death analysis for both parties including IHT calculations, lifetime transfers, PETs, trusts and detailed distribution summary
Projected education expenses for all dependents
Current pensions and estimated benefits, records crystalisations & monitors annual and lifetime allowances, targeting calculators
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
Importable expenditure questionnaire and data entry wizards. Print blank or pre-populated, customisable client questionnaires.
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
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
(Cost per month, exc VAT)
(Cost per month, exc VAT)
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.