We will soon be releasing a new integration that allows you to pull information from your clients’ Transact Portfolios. This service is now available to both Truth and Prestwood Professional users. The integration will deliver increased efficiency, thereby enabling Financial Planners to have more time to build relationships with clients.
Jonathan Gunby, Chief Development Office at Transact, said:
“We look forward to the operational benefits that connectivity to Prestwood’s cash flow modelling will bring. We are constantly striving to extend our services to planners and this integration further refines our offer to meet their ever changing needs.”
Managing Director of Prestwood, Ritchie Walton, commented:
“By building relevant links with other market-leading firms, Financial Planners no longer have to compromise with ‘one size fits all’ technology but can access ‘best of breed’ solutions to offer comprehensive, lifelong cash flow modelling as part of their financial planning service to clients.”
Paul Etheridge, Chairman of Prestwood said:
“Prestwood is committed to leading the profession with sophisticated best of breed solutions and we continue to develop and evolve our service with the help of feedback and support from our users.”