"The user experience for both adviser and client is best in class. This is reflected in the clean, stylish outputs and an intuitive back-end that allows data to be keyed quickly and efficiently"

Sanlam Wealth Planning

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Easy to use financial forecasting software. A simple, flexible cash flow tool for planning, creating reports and testing scenarios.

i4C’s cash flow modelling software is used by leading UK financial organisations to drive profitable relationships and increase client engagement. It allows financial advisers to deliver life-changing plans and reports for their clients.

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Strengthen client relationships

  • Demonstrate the impact of planning
  • Enhance client well-being
  • Promote interactive review meetings
  • Engage clients in the financial planning process
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Minimise compliance burden

  • Ensure advice is robust and stress tested
  • Save time via a transparent audit trail
  • Minimise errors – single point of entry
  • Drive a consistent approach across the firm
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Maximise fees and profitability

  • Boost referrals from clients and introducers
  • Increase pitch win success
  • Grow new and existing revenue streams
  • Save time and maximise efficiency
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Cashflow modelling doesn’t have to be complicated. Effortless and enjoyable to use in your client meetings, i4C creates clarity and confidence, removes client inertia and takes your clients relationships to the next level.

Detailed cash flow forecasts made simple

You can create lifetime cashflow forecasts for your clients with our easy to use tool. The best relationships are based on collaboration and transparency. Effortless and fast to use, i4C enables you to clearly demonstrate different scenarios, incorporating goals and aspirations, no matter how complex.

Cash flow modelling moves client conversations from fees and investment performance to the issues that make a real difference – the client life plans.

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Cashflow planning with outputs your clients will love

Making it easy to help clients
visualise and achieve their life goals

“It must be clear and simple” is fundamental to the design of i4C, It’s still our focus today. Innovative to the core, we combine industry leading functionality with an intuitive and easy to use interface.

You need to be confident using cashflow modelling live in a client meeting as you are using it back at the office.

i4C  is designed to save you time and help your clients feel more engaged in their financial future. It clearly demonstrates the impact of your recommendations.

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We've designed i4C to be intuitive throughout, for both advisers and client

Integrated financial planning tools

Our cashflow planning software supports professional, transparent and understandable financial advice, with an unrivalled suite of planning and forecasting tools that you can use for all your clients.

Specialist functionality means you can put the impacts of your advice, and changing events, in plain sight.

From solving tax, pensions and investment complexities to asset and liability modelling and wider financial strategy planning, with i4C cashflow software you have it all at your fingertips.

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Manage all of your financial planning clients – on a single system

Cashflow modelling

Plan with clarity. Create confidence. Demonstrate value

Effortless and engaging, i4C creates clarity and confidence during client meetings, taking your client relationships to the next level.

Cash flow modelling will help your clients visualise their current financial position. It allows you to demonstrate how their future financial goals and objectives can be achieved.

i4C is the most advanced and powerful cashflow modelling software on the market. It will change the way you look after clients forever.

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Intuitive

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Plain narrative

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Interactive

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Engaging

Want to see how i4C cashflow software works?

Watch our cashflow demo to put your financial planning future in plain sight.

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"i4C is so easy for my clients to engage with and to be able to answer the big question of “Can I afford to retire?”"

SOLLA Accredited Later Life Adviser & Care Fees Planning Specialist

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