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

We were looking for a new cash flow modelling tool that could illustrate the complex Chartered Financial Planning advice we provide to our clients. It needed to be aesthetically pleasing and easy for clients to understand as well as integrating with our back-office system. We chose i4C as it is intuitive, user friendly and has proven to have tighter integration than the cash flow modelling tool we were using before. Stuart Harding FPFS FCSI MSc Financial Planning Director Attivo Financial Planning www.attivofinancialplanning.co.uk

Attivo Financial Planning

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"I watched an introduction video for i4C and then started a free trial. It hit every point I was looking at."

I was previously using a basic cashflow modelling tool for clients because, in my opinion, clients with a lot of wealth didn’t need to be shown they would always have money. And for clients who were at the other end of the spectrum knew they may or may not have enough. I thought the sweet spot for cashflow were clients in the middle ground where I needed to demonstrate they had enough to retire, and still live the lifestyle they wanted. However I had a light bulb moment after chatting to a wealthy client who had indicated he was worried...

Sandringham Financial Partners

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"i4C adopt a similar approach to us and a quality integration with iO that will continue to evolve"

As part of our client focused approach, we wanted a cashflow application that was easy for us to use and learn. But also easy for clients to understand. We have decided to introduce i4C’s cashflow modelling software as an integral part of our financial planning process in which we provide advice for life. i4C adopt a similar approach to us and a quality integration with iO that will continue to evolve. We are investing heavily in technology as part of providing the best service for clients and i4C fulfils that brief. We have been impressed with the level of support...

Chartered Financial Management (UK) Ltd

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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"

The key reasons we selected i4C above others in the market were: 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. 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. We also wanted to work with a firm that had a collaborative approach. Other providers had a very much ‘take it or leave’...

Sanlam Wealth Planning

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"The turning point for our business was when i4C proved to us that a cashflow planning tool could be effortless and trustworthy"

The turning point for our business was when i4C proved to us that a cashflow planning tool could be effortless and trustworthy. Barry Newbury Senior Financial Planner - Head of Office, Bath Brewin Dolphin www.brewin.co.uk

Brewin Dolphin

"I've received invaluable training and the support that has been given has been fantastic."

i4C is a powerful and intuitive cash flow modelling application which I have used successfully with a number of my clients. It becomes a living tool which can be updated at each review meeting and new scenarios entered, giving the client comfort that they’re on track or can afford to spend more. I've received invaluable training and the support that has been given has been fantastic. For DB transfers, i4C gives you recommended scenarios to test the transfer with, which really helps clients when making difficult financial decisions. The reports and outputs from the software are well produced and well...

McKenzie & Co

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"The quality of the visuals is amazing and helps bring everything to life."

We recently decided to partner with i4C to take advantage of their leading cashflow technology. Whilst the country has been turned upside down over the past month or so due to Covid-19, the i4C software has really come into its own. With all meetings being held virtually, our clients have been very impressed with the ease in which we can navigate them through their financial plans, making live adjustments and providing outcomes in real time which they can absorb with minimal explanation. The quality of the visuals is amazing and helps bring everything to life. i4C is enabling us to...

Rosart

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"Recently we’ve moved to i4C due to its ease of use, intuitive nature and the friendly interface."

We’ve been using cash flow modelling for some years. Recently we’ve moved to i4C due to its ease of use, intuitive nature and the friendly interface. Plus its integration with our CRM, Intelligent Office. Our clients feel more engaged in their financial future. It clearly demonstrates the impact of our recommendations. Shortly after being in lockdown, an existing client requested an early retirement forecast. Via a shared screen I was able to model a range of different ‘what if’ cash flow scenarios and outcomes. They were delighted that we had this functionality. Even more so when the outcomes confirmed that...

CBK Wales

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"The complexity of tax calculations it performs relieves a huge amount of work from me. The outputs are displayed in a way that I can drill down into but remain simple on the surface for clients."

As a Paraplanner I have used at least 5 separate cash flow planning tools over the years and they all had their limitations where i4C just doesn’t. It does it all and in a way that is intuitive and visually appealing to the user and clients. The complexity of tax calculations it performs relieves a huge amount of work from me. The outputs are displayed in a way that I can drill down into but remain simple on the surface for clients. The team at i4C are continuously challenging themselves to improve the software, factor more in, provide more support...

Total Wealth Planning

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"The link up with Intelligent Office has helped tremendously and makes the completion of a full cashflow report far quicker than before"

Attain Wealth Management have been using the i4C cashflow software for a couple of years now. We tried other solutions but found them to be to complex, with the outputs not so client friendly. With i4C we have found that the data inputs are much easier and quicker to process. The descriptions used are much more relevant, which makes it an easy system to train our team on. The link up with Intelligent Office has helped tremendously and makes the completion of a full cashflow report far quicker than before. Our clients have enjoyed the experience and the data outputs...

Attain Wealth Management

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