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.

"Using i4C has totally transformed the service you offer to me as a client. Rather than focusing on the past our meetings are now about visualising and planning for the future. That is far more interesting and valuable."

Trevor, Entrepreneur

Key features of i4C cashflow planning software

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Class-leading transparency

Nothing is hidden from you or your clients so decisions can be made with clarity and purpose. Plan confidently, knowing that lots of features are on hand to help you quickly and easily understand the plan.

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Powerful tax calculations

Ensure control and maximise efficiency, effortlessly viewing tax calculations in graph or table formats.

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Straightforward, single point of data entry

Input all data onto one system ensuring speed and accuracy, while making your life as a financial planner easier.

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Unlimited scenario planning

Create, compare and illustrate unlimited scenarios using flexible graph options, planning effectively for all clients, at every level.

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Unprecedented consistency and control

Establish new levels of consistency and control across your financial planning team, applying firm level assumptions across multiple variables.

Comprehensive, beautifully visual cashflow planning

With i4C you have a powerful toolset to manage the needs of every client. From solving tax, pensions and investment complexities all the way to wider holistic financial strategy planning, with i4C you have it all at your fingertips.

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Cashflow forecasting

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Asset & liability planning

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Income & capital gains tax

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Inheritance tax

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Investment structure

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Pension planning

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Protection

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Business disposal

More efficient. Better compliance

Uniquely, i4C gives you the ability to manage all of your clients on the same cashflow planning system. This transforms client understanding and process transparency, bringing huge benefits compared to using a series of narrower, standalone tools.

With i4C you’ll see immediate efficiency and productivity gains, starting with the data entry process – which is easy, enjoyable, and eliminates entering data multiple times. From a compliance perspective, the advantages of a comprehensive approach on a single system are obvious.

Stress test your scenarios

i4C cashflow modelling enables you to create different financial scenarios, comparing the effects of multiple strategies on outcomes. Our process has been built on the following pillars:

  • A simple but effective financial health check
  • Rigorous stress testing of advice
  • Easy, clear demonstration of the benefits of advice over time

For your clients, i4C delivers an outstanding experience, integrating all areas of financial planning with their objectives to illustrate a single, coherent life plan. This transparent approach bolsters confidence on all sides, nurturing long term client satisfaction, loyalty and referrals.

Integrate through Intelliflo

Speed and ease of adoption and use are the very foundations of i4C. Our partnership with Intelliflo allows firms using Intelligent Office to integrate i4C through the iO Store.

We are also in advanced negotiations with other similar partners, jointly exploring integrations that make life easier for you and your clients.

"The turning point for our business was when i4C proved to us that a cashflow planning tool could be effortless and trustworthy."

Barry Newbury, Managing Partner, Epoch