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Chartered Financial Management (UK) Ltd – i4C Technology

Chartered Financial Management

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 received from i4C during this process and since adoption. We share a similar ethos around financial planning and are looking forward to continuing our ongoing partnership.

Mandy Kemp DipPFS, Certs CII (MP & ER)
Head of Operations

Chartered Financial Planning
www.cfmuk.co.uk

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

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

Attivo Financial Planning

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