Bring the benefits of high quality cashflow modelling to all your financial planning needs, with one incredibly easy-to-use system
Manage all of your financial planning clients – on a single system
i4C software equips your firm with effective, integrated cashflow planning capabilities – for all your clients. It helps drive the number, longevity and value of your client relationships, raising profitability while supporting resilient compliance and advice processes.
Integrated financial planning tools
Gain an unrivalled suite of financial planning and forecasting tools. From everyday clients through to high net worth individuals with more sophisticated requirements, you have everything covered – including a visually stunning interface that brings the impacts of your advice to life.