AT8's Mark Loosmore continues his reviews of practice management systems with a company that knows all about operating in a fee-based world.
AT8 has written about Prestwood several times in the past. It is a company with a strong presence in the financial planning market, and our coverage reflects that high profile. To date, we have reported on its financial planning capability, called Truth, and less about Prestwood Professional, which includes all of the Truth modules, plus practice management software, which is an effective solution in its own right. First, to recap about Prestwood Software. It is a reasonably small software company, with about 20 staff, based in the Midlands. It has grown from a sister company and IFA pra...
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