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"

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.

Read more

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
Back

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

Attivo Financial Planning

Read more