"I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at."
Sandringham Financial Partners
Read moreAttivo 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"
More Customer Stories
Attivo Financial Planning
We chose i4C as it is intuitive, user friendly and has proven to have tighter integration
Read more
Sandringham Financial Partners
I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at.
Read more
Chartered Financial Management (UK) Ltd
i4C adopt a similar approach to us and a quality integration with iO that will continue to evolve
Read more