"We chose i4C as it is intuitive, user friendly and has proven to have tighter integration"
Attivo Financial Planning
Read moreAn ex-regulator’s guide to cash flow planning
Used well cash flow planning can empower clients, help them make good decisions and, maybe, change lives.
I think all advisers dealing with mainstream clients should be using cash flow planning to a greater or lesser extent.
Rory Percival
Industry Expert
www.rorypercival.co.uk
"Used well, it can empower clients, help them make good decisions and, maybe, change lives"
More Customer Stories
Sandringham Financial Partners
I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at.
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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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