Comments on: Truth – Financial Planning Software http://www.theparaplanner.com/2008/02/25/truth-financial-planning-software/ The site for Paraplanners and Paraplanning in the UK Fri, 20 Aug 2010 11:30:44 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: Iain Wishart http://www.theparaplanner.com/2008/02/25/truth-financial-planning-software/comment-page-1/#comment-12276 Iain Wishart Wed, 24 Mar 2010 12:39:13 +0000 http://www.theparaplanner.com/?p=8#comment-12276 We switched away from Distribution Techology as their software didn't do what we needed it to do. Further, there seemed no dedicated support at Distribution Technology or anyone who knew their system inside out. Whenever we call truth there is always someone there to help us get a solution. Price is just one factor. It was after I attended one of Paul Armson’s seminars promoting ‘lifestyle financial planning’ (including Truth software) that I had that ‘light bulb’ moment. I was able to see just how flawed the traditional IFA product-based approach to financial planning was. Paul’s alternative approach of promoting lifestyle financial planning that focuses on the client (rather than just their money) has revolutionised the advice process in many professional IFA practices. Paul Armson is an innovator. I note he has now left Prestwood and I await his next move with great interest. We switched away from Distribution Techology as their software didn’t do what we needed it to do. Further, there seemed no dedicated support at Distribution Technology or anyone who knew their system inside out. Whenever we call truth there is always someone there to help us get a solution. Price is just one factor.

It was after I attended one of Paul Armson’s seminars promoting ‘lifestyle financial planning’ (including Truth software) that I had that ‘light bulb’ moment.

I was able to see just how flawed the traditional IFA product-based approach to financial planning was.

Paul’s alternative approach of promoting lifestyle financial planning that focuses on the client (rather than just their money) has revolutionised the advice process in many professional IFA practices.

Paul Armson is an innovator. I note he has now left Prestwood and I await his next move with great interest.

]]> By: Richard Allum http://www.theparaplanner.com/2008/02/25/truth-financial-planning-software/comment-page-1/#comment-3 Richard Allum Thu, 17 Jan 2008 20:44:25 +0000 http://www.theparaplanner.com/?p=8#comment-3 Simon, Mike Linksey at <a href="http://www.fincision.com" rel="nofollow">Fincision </a> is working on a full review as we speak. I have my own views on PlanLab vs Truth which I will post once Mike's review has been published in order that both tools can be compared by readers. Simon,

Mike Linksey at Fincision is working on a full review as we speak. I have my own views on PlanLab vs Truth which I will post once Mike’s review has been published in order that both tools can be compared by readers.

]]> By: Simon Cromwell http://www.theparaplanner.com/2008/02/25/truth-financial-planning-software/comment-page-1/#comment-2 Simon Cromwell Wed, 16 Jan 2008 20:26:02 +0000 http://www.theparaplanner.com/?p=8#comment-2 Thanks for the review which makes interesting reading. Any plans for such a review on the other systems avialable, in particular PlanLab? Thanks for the review which makes interesting reading. Any plans for such a review on the other systems avialable, in particular PlanLab?

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