1st and Prestwood link technology

1st’s ‘Adviser Office’ product will be linked to Prestwood’s financial planning programmes, ‘Truth’ and ‘Professional’, enabling 1st clients to take advantage of Prestwood’s more detailed cash flow forecasting and Prestwood clients to make use of Adviser Office’s client management capabilities, with single data entry between the two. The integration is being piloted with Grant Thornton in late summer and if feedback is positive, it will be made available to all clients of both organisations. Firms will require a licence to use both applications but there will be no additional charge f...