Sanlam Wealth Planning

The key reasons we selected i4C above others in the market were:

  1. 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.

  2. We wanted to work with a forward thinking firm. I like where i4C is taking the product and am excited to be part of some of the developments coming down the line.

  3. We also wanted to work with a firm that had a collaborative approach. Other providers had a very much ‘take it or leave’ attitude, which wouldn’t work for us.

Hugh Johnson
Head of Proposition Delivery

Sanlam Wealth Planning
www.sanlam.co.uk

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

Attivo Financial Planning

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