"We chose i4C as it is intuitive, user friendly and has proven to have tighter integration"
Attivo Financial Planning
Read moreMcKenzie & Co Financial Consultants
i4C is a powerful and intuitive cash flow modelling application which I have used successfully with a number of my clients. It becomes a living tool which can be updated at each review meeting and new scenarios entered, giving the client comfort that they’re on track or can afford to spend more. I’ve received invaluable training and the support that has been given has been fantastic.
For DB transfers, i4C gives you recommended scenarios to test the transfer with, which really helps clients when making difficult financial decisions.
The reports and outputs from the software are well produced and well explained so they are easy for the client to understand.
Tristan Johnson DipPFS
Financial Consultant
McKenzie & Co
Senior Partner Practice of St. James’s Place Wealth Manager
http://www.mckenzieandco.co.uk
"I've received invaluable training and the support that has been given has been fantastic."
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Attivo Financial Planning
We chose i4C as it is intuitive, user friendly and has proven to have tighter integration
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Chartered Financial Management (UK) Ltd
i4C adopt a similar approach to us and a quality integration with iO that will continue to evolve
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Sanlam Wealth Planning
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
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