Truth® users gain free prospecting and onboarding tool

by | Jul 16, 2021

Share this article

From today, Truth® users can customise and white label their own free cashflow onboarding site, giving clients a snapshot of their cashflow and a taster of what real financial planning can do for them.

Last month, Truth® launched a free consumer cashflow website Truth About Money® to help bridge the advice gap and improve financial literacy. Hundreds of consumers have already signed up to take a closer look at their finances. Now, Truth® users can leverage the same next-generation calculation engine to introduce prospective customers to cashflow modelling.

Planners can use their own corporate branding in their portal. Consumers log in, create an account, and use the free cashflow tool to get an instant, interactive snapshot of how their financial futures might look. They can use simple tools to save more, spend less, or retire later and see the impact on their cashflow.

When consumers are ready for advice, they can choose to share their data with the planner. Their lead information appears instantly in Truth®; the planner also receives an email notification.  If accepted, their fact find is automatically populated in Truth®, ready for planner and client to start their financial planning journey together.


Ritchie Walton, MD of Truth Software, comments: “Our planners have been bowled over by the possibilities this new venture poses”, which includes:

  1. getting more potential clients to understand their money,
  2. introducing clients to real financial planning,
  3. streamlining processes and onboarding,
  4. tracking MI, leads, and statistics on visits, assets, gender, age.
  5. This is all delivered via a branded portal which strengthens and reinforces their business identity.

Share this article

Related articles

Winners of the Protection Guru Awards 2022 are announced

Winners of the Protection Guru Awards 2022 are announced

Protection Guru, has today announced the winners of Protection Guru Awards 2022. In this, their second year, the awards have been established to recognise the leading lights of the protection industry. The team at IFA Magazine extends our congratulations to all this...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode