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intelliflo planning (formerly i4C)
Value for money
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.
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.
Bought by Intelliflo in August 2019
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
Integrates One Way
Integrates Both Ways