"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
Attivo Financial Planning
We chose i4C as it is intuitive, user friendly and has proven to have tighter integration
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
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
Read more