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

"The user experience for both adviser and client is best in class"

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Steven Montague DipPFS EFA, Senior Paraplanner, Total Wealth Management

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