Attivo Financial Planning

We were looking for a new cash flow modelling tool that could illustrate the complex Chartered Financial Planning advice we provide to our clients.

It needed to be aesthetically pleasing and easy for clients to understand as well as integrating with our back-office system.

We chose i4C as it is intuitive, user friendly and has proven to have tighter integration than the cash flow modelling tool we were using before.

Stuart Harding FPFS FCSI MSc
Financial Planning Director

Attivo Financial Planning
www.attivofinancialplanning.co.uk

"We chose i4C as it is intuitive, user friendly and has proven to have tighter integration"

"I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at."

Sandringham Financial Partners

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