About the provider
Truth® pioneered lifelong financial planning software in the UK in 1984.
Truth® gives an accurate, in-depth analysis of the affordability of your clients’ financial future. Dynamic tools engage clients with the planning process and flexible, branded reporting make it easy to maintain a robust audit trail.
Our detailed tax calculations make retirement planning easy – simply change benefits to help clients understand the Income Tax, Lifetime Allowance, and lifelong implications of their decisions.
Prospect 24/7 using your own brandable https://my.truthaboutmoney.co.uk/ (TAM). Our free consumer cashflow app introduces cashflow modelling and enables prospective clients to share their data with you for immediate import into Truth®. You can access valuable MI on assets, income, and demographics.
We focus on helping our customers get the very best results from our software and expertise in financial planning. Truth® customers benefit from stellar support, CPD material, and our UK-wide network of free Groups for networking and business development.