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Prestwood:Truth
Willingness to recommend
4.34/5
About the provider
Truth® pioneered lifelong financial planning software in the UK in 1984.
Truth® gives an accurate, in-depth analysis of the affordability of your clients’ financial future. Dynamic tools engage clients with the planning process and flexible, branded reporting make it easy to maintain a robust audit trail.
Our detailed tax calculations make retirement planning easy – simply change benefits to help clients understand the Income Tax, Lifetime Allowance, and lifelong implications of their decisions.
Prospect 24/7 using your own brandable https://my.truthaboutmoney.co.uk/ (TAM). Our free consumer cashflow app introduces cashflow modelling and enables prospective clients to share their data with you for immediate import into Truth®. You can access valuable MI on assets, income, and demographics.
We focus on helping our customers get the very best results from our software and expertise in financial planning. Truth® customers benefit from stellar support, CPD material, and our UK-wide network of free Groups for networking and business development.
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Ownership:
Privately Owned
NextWealth analysis
Truth is the third most popular cash flow modelling tool, used by 7% of financial planners, coming a distant third after CashCalc and Voyant. Like CashCalc and Voyant, it receives good reviews from financial planners, with an average score of 4.3 out of 5 for willingness to recommend. Truth is more likely to be used by directly authorised advisers at smaller firms with between 2 and 10 employees.
Integrations
Based on 73 reviews
3.38/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Avelo
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
Prestwood Software
No integrations available for Cash Management
No integrations available for Client Portal
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Reviews
Willingness to recommend
Integrations
Value for money
Service
easy to use and comprehensive
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Integrations dont really work for us.
Anonymous
October 2023
