"i4C was no longer a piece of software but a concise, integrated part of our process"
PK GroupRead more
PK GroupRead more
With i4C you have a powerful toolset to manage the needs of every client. From solving tax, pensions and investment complexities all the way to wider holistic financial strategy planning, with i4C you have it all at your fingertips.
Asset & liability planning
Income & capital gains tax
Uniquely, i4C gives you the ability to manage all of your clients on the same cashflow planning system. This transforms client understanding and process transparency, bringing huge benefits compared to using a series of narrower, standalone tools.
With i4C you’ll see immediate efficiency and productivity gains, starting with the data entry process – which is easy, enjoyable, and eliminates entering data multiple times. From a compliance perspective, the advantages of a comprehensive approach on a single system are obvious.
The cashflow modelling application enables you to create different financial scenarios. You can then compare the effects of multiple strategies on outcomes. Our process has been built on the following pillars:
For your clients, i4C delivers an outstanding experience, integrating all areas of financial planning with their objectives to illustrate a single, coherent life plan. This transparent approach bolsters confidence on all sides, nurturing long term client satisfaction, loyalty and referrals.
Speed and ease of adoption and use are the very foundations of i4C. Our partnership with Intelliflo allows firms using Intelligent Office to integrate i4C through the iO Store.
We are also in advanced negotiations with other similar partners, jointly exploring integrations that make life easier for you and your clients.