Transact has revealed it is teaming up with Prestwood to integrate its Truth cashflow modelling tools.

Prestwood, a company which provides cashflow modeling software to Financial Planners and Paraplanners, is to launch a new “next generation” version of its Truth software in October at the CISI-IFP Financial Planning conference.

Former IFP President Julie Lord FIFP CFP^CM, who recently became a director of Prestwood Software, is to be a special guest speaker at a series of Prestwood seminars. Read more...

The Financial Planning software company Prestwood has signed up former IFP President Julie Lord as a director. Read more...