Ritchie Walton, Managing Director of Prestwood Software Ltd, today announced the integration of the software used by the UK’s top Financial Planners.
Tom Sheridan, CEO of 7IM, said: “I’m delighted that Financial Planners who use Prestwood cash flow modeling with their clients, will be able to access 7IM seamlessly. From a client’s perspective, this is an impressive functionality.”
Ritchie Walton, MD of Prestwood said, “The country’s top Financial Planners deserve the best tools to do their job and the best support and back-up – otherwise they are doing the job with one hand tied behind their backs. As well as intuitive, cloud-based software that offers a full financial planning proposition for clients, Prestwood can be used on iPads, mobile phones and laptops. In addition, Prestwood has designed a value-added support package for 7IM. Experience has shown that advisers who use lifelong cash-flow forecasting are likely to become more profitable more quickly and it is important for us that our users have the best technical support available in the country.”
