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Value for money
Based on 11 reviews
i4C is an intuitive cashflow modelling application that helps to drive profitable relationships and increase client engagement. Firms who have put i4C central to their advice processes have seen significant growth in fees per head, clients and referrals.
i4C is a single unified application that can be used by all planners, for all of their clients. It has been designed by financial planners for financial planners.
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. It is comprehensive enough to handle all aspects of lifetime planning, including tax - which is crucial given so often the value of the advice is in pensions and wealth transfer.
If you’d like to try i4C they offer a free 21 day trial which includes a case review with a technical expert. You can sign up to a free trial by clicking on the following link https://app.i4csoftware.co.uk/register.
i4C received 6 reviews out of our total of 384 reviews for cash flow modeling tools. Until we build a larger sample we are unable to provide a view based on meaningful data. 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
Intelligent Office (Intelliflo)
No integrations available for Research
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways