CBK Wales

We’ve been using cash flow modelling for some years. Recently we’ve moved to i4C due to its ease of use, intuitive nature and the friendly interface. Plus its integration with our CRM, Intelligent Office.

Our clients feel more engaged in their financial future. It clearly demonstrates the impact of our recommendations.

Shortly after being in lockdown, an existing client requested an early retirement forecast. Via a shared screen I was able to model a range of different ‘what if’ cash flow scenarios and outcomes. They were delighted that we had this functionality. Even more so when the outcomes confirmed that based on the agreed assumptions, retiring early was a real possibility.

The support has been excellent, both in the training, online guidance and the user community.

Martin Rivers
Director

CBK Wales
http://www.cbkwales.co.uk

"Recently we’ve moved to i4C due to its ease of use, intuitive nature and the friendly interface."

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

Attivo Financial Planning

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