"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 PlanningRead more
Sanlam Wealth PlanningRead more
To provide truly great financial planning services you need the best software in the business. i4C is the future with innovative and intuitive cashflow modelling software that enables you to bring your insights to life, visually.
Feature rich yet easy to use: i4C covers everyone’s needs, from everyday users to high net worth individuals.
i4C’s simple data input process and comprehensive toolset ensure integrated financial planning.
Intuitive, engaging interface supports easy stress testing of advice – and clearly demonstrates the impacts.
Cashflow planning does’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.
Financial planners face increasing regulatory challenges: with the spotlight on fee transparency, it’s crucial that you respond. With i4C you have the best cashflow planning tool on the market, so you can convey the quality and value of your advice visually, and provide an even better customer experience.
Ensuring best advice and strong relationships are at the heart of i4C. Founded on the 3 pillars of cashflow modelling, it keeps everything in sight – inspiring true client confidence.
Empower clients to make decisions with confidence, having seen and understood the potential impact of action
Demonstrate the impact and value of good advice. Quantify the value you’re adding as a financial planner
Stress test advice with alternative scenarios to ensure a robust and considered approach
i4C moves client conversations from fees and investment performance to the issues that make
a real difference – the client life plans.
The best relationships are based on collaboration and transparency. Effortless and fast to use our cashflow planning tool enables you to discuss and clearly demonstrate complex scenarios with your clients, adapting to changes and events with aplomb.
Clarity and simplicity were centre stage when we designed our cashflow planning tool. Innovative to the core, it combines industry leading functionality with an intuitive and easy to use interface. Result? You can use it as confidently and easily in face-to-face client meetings, as you can back at the office.
Our cashflow planning tool 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.
Effortless and enjoyable to use in client meetings, i4C creates clarity and confidence, taking your client relationships to the next level.
SOLLA Accredited Later Life Adviser & Care Fees Planning SpecialistRead more