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...
'Zoom-bombers' plaguing private meetings
75 advisers involved in IRESS Labs
Free to download
More than 7,000 users
Hanging on the telephone
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
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