Truth

Comprehensive integration for a comprehensive cashflow

Truth is the original and most comprehensive lifelong cashflow modelling tool. Our powerful cashflow engine helps you build detailed, accurate, and comprehensive models to empower your clients to make key life decisions.

  • Visualise recommendations
  • Slick, customised, branded reports
  • Robust compliance audit trail
  • Nationwide network of User Groups
  • Expert support at your fingertips

Stop re-keying data

Never looked at a client in Truth before? As well as updating existing clients, simply create a new client in Truth using your Intelligent Office data.

Produced a cashflow for a client who’s not in Intelligent Office? Not only can our 2-way integration update Intelligent Office with any changes you make in Truth, you can also create an Intelligent Office record directly from Truth.

What gets shared

All relevant modelling information that is exposed by the Intelligent Office API will be exported to Truth®, and returned to Intelligent Office. This includes income, policies, pensions, savings, investments, assets, liabilities, and mortgages. Contributions will also be synched, and will appear as expenses.

We’ll add more as Intelligent Office add relevant planning data to their API.