Our journey so far…

i4C was founded in 2016, but our origins go back further, to the experiences of the award-winning team at Bath-based Epoch Wealth Management. If you’re a financial planner, it’s a story that may sound familiar.

The firm’s advisory team became increasingly frustrated at the shortcomings of well-known financial planning software. They found the main market offerings to be either unwieldy and inflexible, or overly simplistic – with outputs that were difficult to interpret. So much so, that they decided they could develop a solution in-house that would better meet financial planners’ needs. The seeds of i4C were sown.

With influential financial services figures excited at the fledgling product, i4C was launched by an experienced team of fintech entrepreneurs, intent on creating a groundbreaking suite of richly intuitive and visually engaging financial planning software tools.

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Why cashflow modelling?

We see cashflow modelling as key in enhancing the advisory process, by improving transparency and compliance, and strengthening client relationships. We created i4C to provide financial planners with the tools they deserve: a sophisticated but easy to use toolset that supports optimal advice – and the clear demonstration of the value of that advice.

 

 

"Used well, it can empower clients, help them make good decisions and, maybe, change lives. I think all advisers dealing with mainstream clients should be using cash-flow planning to a greater or lesser extent."

Rory Percival, ‘An Ex-Regulator’s Guide to Cashflow Planning’

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Our Vision

Our vision at i4C is to redefine how financial planners build and develop long-term relationships with their clients. By building the industry’s most engaging and innovative financial planning solutions, we aim to establish our software as the ‘go to’ solution in this sector.

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Our Values

At i4C we have 6 core values that frame everything we do:

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innovate

We continually examine and challenge new ideas and encourage our team to think about changing the perceptions of the way our customers can work. We expect and require innovation and invention and always find ways to simplify.

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deliver

We live by the mantra that “ideas are great but execution is everything”. We deliver no matter what stands in our way.

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excellence

We achieve excellence together by working actively and collaboratively with our colleagues, partners and customers to open the door of possibilities.

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support

We are fixated on ensuring our customers have the best software to provide the best possible support and advice, in the simplest and most effective way. We strive to earn and keep their trust.

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nurture

We will develop and learn to come up with the greatest solutions. Our team are inquisitive and ask loads of questions. We are leaders and are serious about developing others to create a working environment that nurtures career defining greatness.

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integrity

We are ruthlessly honest and candid. We are self-critical even when that can be uncomfortable. But we always listen carefully, speak openly and respect other’s views.