Born from the frustrations a Bath-based wealth management firm experienced when dealing with the shortcomings of financial planning software, i4C is an intuitive cashflow modelling tool to help to drive profitable relationships and increase client engagement. It is a single unified application that can be used by all planners, across all clients which has been designed by financial planners for financial planners. The comprehensive system can handle all aspects of lifetime planning, including tax.
i4C were acquired by Intelliflo in July 2019.
- Enables advisers to demonstrate the value of advice to a client, in a minimum amount of time
- Works across all types of lifetime financial and tax planning scenarios
- Easy to use, feature rich unified planning solution
i4C Cash Flow Planning Tool – in their own words:
i4C dispels the myth that cashflow modelling is complex and daunting to present to a client. The best technology enhances advice processes. It gives planners the time to focus on building client relationships and developing new ones. Lifetime financial planning helps clients really engage and consider the bigger picture. It gives them real knowledge and perspective to make informed decisions. Over the next 8 minutes Rob will demonstrate how i4C users strengthen client relationships, minimise compliance burdens and maximise fees and profitability. All in one simple case study.