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Home Cashflow Modelling intelliflo planning

Willingness to recommend

4.59/5

Based on 17 reviews

intelliflo planning (formerly i4C)

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Value for money

4.35/5

Support

4.53/5

Integrations

3.88/5

Based on 17 reviews

‘It must be clear and simple’ is fundamental to the design of i4C. i4C is used by leading financial firms to drive profitable relationships and increase client engagement.

i4C users see cashflow modelling as key in enhancing the advisory process, by improving transparency and compliance, and strengthening client relationships. That is why i4C is highly intuitive, easy to use and packed with functionality.

Outputs are refreshingly straightforward enabling client to visualise and understanding their life goals. i4C is designed to make your life easier and help clients feel more engaged in their financial future.

i4C is powered by comprehensive calculators, providing clarity over all aspects of lifetime planning, including tax.

i4C is owned by Intelliflo and has two-way integration with Intelligent Office (iO). This means you can enjoy the end to end benefits of both systems, from Gamified Fact Find in iO through to compressive cashflow analysis in i4C via a quick and intuitive process.

Key features and functionality:
• Class-leading transparency
• Straightforward, single point of data entry
• Unlimited scenario planning
• Powerful tax calculations
• Unprecedented consistency and control
• Game changing ‘Goal-Seeking Wizards’
• Easy to use but incredibly powerful.

NextWealth view

intelliflo planning doesn't figure on our adviser survey, until we build a larger sample we are unable to provide a view based on meaningful data. As the tool receives reviews on our directory, we will offer a view. i4C was recently bought by Intelliflo and should allow the back office provider to offer better tax planning and income modeling for clients in decumulation.

Ownership:
Bought by Intelliflo in August 2019

Integrations

3.88/5
Based on 17 reviews
Cash Management
Client Portal
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

intelliflo office (intelliflo)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for intelliflo planning
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
1/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
I believe i4C combines the client engagement and ease of use strengths of CashCalc with the comprehensiveness of Voyant or Truth. It's become central to all the client cases we work on, allowing us to educate and engage our clients, as well as providing a tool for us to stress test potential advice before moving to recommendations to clients.
Anonymous April 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Very good system and support
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
Can be as complex or un-complex as required. Can easily be adapted in client scenario
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Ease of use
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
fairly new with system but like it so far
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous November 2019
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Jeremy Gray November 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It integrates well with the Intelligent Office and imports the data swiftly saving time. It provides narration and some features such as 'exclude' which helps when creating what-if scenarios. The IHT analysis is commendable and has found it very useful. Overall very satisfied with i4c functionality and usability.
Hiral November 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Having used numerous cashflow modelling tools, i4C is by far the best in terms of ease of inputting information from a back office point of view, and at the client facing end proving to be a powerful financial planning tool. The support team have always been on hand to help when I need it, and have technology in place so that they can provide training and guidance remotely which has been a massive help, and a time saver.
Anonymous October 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
The i4c system is very intuitive to use from outset with great integration with iO. The sheer amount of calculations going on in the background is astounding and the simple way it visually illustrates the data makes cashflow forecasting so valued by our clients. I really wouldn't consider moving to another system for cashflow having previously used CashCalc, Voyant and PlanLab. The back office support and training has also been excellent and the one issue I had was resolved very quickly.
Montague October 2019
5/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
5/5
Service
i4C is a great tool. It allows us to communicate complex situations to clients with ease and promotes client engagement in the financial planning process. Anything which puts control and better understanding in the hand of the client is to be encouraged, as it reduces the need to "sell" something (an idea / a product) to the client. If they can see the impact of decisions for themselves, they will typically make the right call.
Anonymous October 2019
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