Financial Planning tools are getting a lot of attention these days so I was looking forward to reviewing the ‘Grand Daddy' of them all - ‘Truth'- from Prestwood.
Truth was first launched in 1984 as a DOS based tool and over the subsequent years has built a loyal following leading to today’s position of having over 500 firms using the tool. Truth hasn’t stood still during this time and remains a fresh looking tool, albeit based on an older technology infrastructure than some of its more modern online competitors. Its offline nature may concern some but it will increase the portability of the tool allowing advisers to take it to clients’ homes without the need for mobile communications technology. The functional coverage is extremely comprehensive...
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