Attain Wealth Management

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 that have been provided. We are very pleased with this cashflow tool and look forward to further developments being rolled out.

Gordon Crothers, BA (Hons), Dip PFS
Managing Director

Attain Wealth Management

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

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

Attivo Financial Planning

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