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Prestwood Truth
UK lifelong cash-flow modeling software for professional financial planners, advisers and wealth managers.
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Overview
Prestwood Truth, from Prestwood Software, is a long-established UK cash-flow modeling tool built for professional financial planners. Its Truth software supports lifelong cash-flow planning to underpin advice and demonstrate client outcomes over time.
Designed by financial planners for financial planners, the software is used by experienced advisers, accountants and wealth managers across the UK and integrates with wider planning tools to fit into an adviser's workflow.
Key Features
- + Lifelong cash-flow modeling
- + Scenario and what-if planning
- + Retirement and decumulation projections
- + Client-facing outputs to illustrate outcomes
- + Built for regulated UK financial planning
- + Integrations with adviser planning tools
Integrations
Adviser planning toolsOpen API
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