Disrupting the Cashflow Market

1 October 2020

#EATT2020

Disrupting the Cashflow Market – why the i4C wave is building

Watch our live demo. Rob Tedder ‘dispels the myth that cashflow modelling is complex and daunting to present to a client’ at the #EATT2020 event.

DEMO SYNOPSIS:

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.

In the 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.

Watch the demo here.