Multi-layered support and knowledge sharing

In addition to an ever-expanding library of training videos, online demos and webinar sessions, as an i4C user you benefit from our customer community site, sharing knowledge and learning with your financial planning peers. At i4C we understand your world. Our software has been created by a close-knit team of industry leading UK tax and investment specialists, financial modellers, and experienced onshore software engineers.


Your community

As an i4C user have access to our interactive online community. This includes topical articles and FAQs, and enables you to share knowledge, ask questions and seek advice from your fellow community members.

Whether you’re new to cashflow planning or a long-time advocate, you’ll find the community valuable. ‘How to’ videos get you up and running fast, helping you to create meaningful financial plans. You’ll also find detailed webinars and knowledge articles to assist you on specific topics.

A insight to our i4C community site

It’s a community, so if you would like to see specific resources added, you can let us know. We’re investing in it to make life easier for you, and better equipping you to plan an insightful future for your clients.

  • Get started and tick off quick wins with our hints and tips, and FAQs
  • Find and share knowledge
  • Read insight articles from financial planning experts
  • Connect with other members, pose questions and share successes
  • Register for webinars
  • Provide product feedback

"The i4C community has been invaluable in helping us to quickly deploy the software, and get up to speed with the full potential of cashflow modelling."

Large London-based IFA