As a result, we are constantly innovating to help our customers meet the ever-changing demands of industry regulations, trends, and developments.
Our users asked for a cloud-based solution and we have responded. We have partnered with a major UK-based hosting company and will be offering a fully compliant, secure, robust cloud-based option to both new and existing users within the next few weeks. This will allow Prestwood® users to access their data from anywhere, at any time, using any PC, Mac, tablet, or mobile phone, with an internet connection.
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We firmly believe that software should seamlessly integrate into your client proposition. We are constantly looking for ways to improve the functionality of our software, whilst making it more transparent, user-friendly, and easier to understand. Financial Planning sometimes may be complicated, but Financial Planning software doesn't need to be. We've recently introduced tools which allow users to calculate how much growth a client needs to achieve, or how much money they need to earn, in just a couple of mouse clicks.
Over the next few months we will be expanding this arsenal of useful planning tools, allowing users to answer common questions that clients might have in a simple, straightforward way. If your client wants to downsize their home, or maximise their pension contributions, we want to make modelling these scenarios easier, speedier and more flexible.
But technology alone is not the whole solution – it's the people behind it that matter. This is why Prestwood® is so much more than just software. Our support team are technical experts, providing friendly and expert guidance for both experienced planners and new entrants to the profession. We underpin our products and services with face to face on-going development through our Trainers and Regional Mentors, who help planners develop the skills that are every bit as important as technical knowledge.
This year is our 30th anniversary and, if you haven't taken a look at Prestwood® software recently, why not contact us now and find out why such a high percentage of IFP members are users of Prestwood®.
01384 273736
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www.prestwood-group.co.uk