Over the past few months we’ve been working hard on a better, smarter, and faster method of printing, and we’re pleased to announce that these changes are now here. The latest Truth® update will reduce the time it takes for you to produce a client’s Financial Plan by up to 70%. A plan that used to take you 5 minutes to produce can now be printed out in 90 seconds!
Not only will charts print more quickly, but we’ve made our printing routines less intrusive. You can press the print button and get on with checking valuations or sending emails, while Truth® quietly builds your client’s Financial Plan in the background.
Our new Theme Designer gives you complete control over the styles of statements in your plans. You can incorporate your branding into the look and feel of documents, and share a polished and stylish report with your client which summarises your productive, engaged, and interactive planning meeting.
You can now optimise the appearance of charts for meetings and for printed reports separately. If you prefer a dark background for presenting charts in your meeting room, but want a simple white background for charts in your Plan, you can do this. Chart settings are now global, so change one background, font, or border and we’ll consistently apply your changes to all charts.
All of these improvements have been introduced without sacrificing the flexibility and customisation of report-printing through Truth®. You can still create totally unique, personalised reports; only now they look even better, and you can print them in a fraction of the time.
