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

PK Group

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Comprehensive, beautifully visual cashflow planning

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.

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Cashflow forecasting

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Asset & liability planning

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Income & capital gains tax

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Inheritance tax

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Investment structure

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Pension planning

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Protection

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Business disposal

More efficient. Better compliance

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.

Stress test your scenarios

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:

  • A simple but effective financial health check
  • Rigorous stress testing of advice
  • Easy, clear demonstration of the benefits of advice over time

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.

Integrate through Intelliflo

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.

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

Brewin Dolphin