Financial planning technology firm Prestwood is to launch a new version of its Truth software, featuring functionality updates and a bespoke dashboard.
The firm, which was founded by Paul Etheridge, will launch the tool at the Chartered Institute for Securities & Investment (CISI) financial planning conference in October. The event was formerly the Institute of Financial Planning conference but changed its name following the merger of the two bodies last November. Prestwood pioneered lifelong cashflow modelling in 1984 and said it wanted to align its product with modern technology. Etheridge, who is now chairman of the firm, said: "In order to maintain our position as the leading firm for cashflow modelling, we conduct regular res...
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