Prestwood offers two versions of its proposition: Prestwood Professional, which has cashflow planning and back office system functionality; and Truth, its specialist cashflow planning tool.
The strength of the Prestwood offering is the pedigree of the solution and the community that users join. This pedigree is borne from 27 years of supplying cashflow modelling tools to fee-based financial planners. At a time when a growing number of advisers are moving to fee-based planning this experience is invaluable and is visible not just in the services but in the software itself. Fee module Prestwood Professional, for example, has one of the most comprehensive fee modules we have seen. It contains several ways to record time spent on advising a client including a historic timeshe...
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