Customer Stories - Sanlam Wealth Planning

The key reasons we selected i4C above others in the market were:

  1. 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.

  2. 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.

  3. We also wanted to work with a firm that had a collaborative approach. Other providers had a very much ‘take it or leave’ attitude, which wouldn’t work for us.

Hugh Johnson
Head of Proposition Delivery

Sanlam Wealth Planning
https://www.sanlam.co.uk/

"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."

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

Mandy Kemp DipPFS, Certs CII (MP & ER), Head of Operations, Chartered Financial Management (UK) Ltd

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