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Customer Stories – i4C Technology

"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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"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 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 Management

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"i4C is so easy for my clients to engage with and to be able to answer the big question of “Can I afford to retire?”"

i4C is so easy for my clients to engage with and to be able to answer the big question of  “Can I afford to retire?”. It's brilliant! Being able to visualise and plan for their retirement means so much to my clients. It makes them clear and confident on the their plans and this cashflow planning tool is a valuable part of my Ongoing Management Service to help them make decisions throughout their retired life. Thank you so much i4C! Catriona Lumiste SOLLA Accredited Later Life Adviser & Care Fees Planning Specialist Financial Care Solutions www.financialcaresolutions.co.uk

SOLLA Accredited Later Life Adviser & Care Fees Planning Specialist

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"I really do like the i4C system. Moving forward it will be an integral part of my operation and already it has helped to secure a couple of new clients and add further assurance to some existing ones." Gavin Hilton DipPFS, Certs CII (MP & ER) Independent Financial Advisor  

Affinity Financial Advisors

"i4C was no longer a piece of software but a concise, integrated part of our process"

For me, the ‘lightbulb’ moment was after inputting a very complex IHT case. It included a sale of a business, BR relief and Trusts. The IHT graphs showed a very clear analysis. I selected a couple of years and compared the output figures against my own manual calculations to provide the confidence and certainty that all is correct. It was at that point that I felt that the i4C was no longer a piece of software but a concise, integrated part of our process. Bernard Rust FCII; BA Hons Director; Chartered Financial Planner PK Group www.pkgroup.co.uk

PK Group

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"I really like this tool. It is intuitive, diligent and clearly designed by professional financial planners."

I hope you don’t mind but I signed up to trial your new i4C cashflow modelling tool. I thought it would be good to give a bit of constructive feedback. I love the initial interface when you sign in. It is fresh and immediately obvious (even to an old man like me!). I really found reassurance in the double security of sending you an authentication code when you try and log in. This meets GDPR worries that Financial Planning firms may have and it made me feel comfortable to actually enter data to really take the thing by the horns...

Thomas and Thomas

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