"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."
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.
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.
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.
Ensure control and maximise efficiency, effortlessly viewing tax calculations in graph or table formats.
Input all data onto one system ensuring speed and accuracy, while making your life as a financial planner easier.
Create, compare and illustrate unlimited scenarios using flexible graph options, planning effectively for all clients, at every level.
Establish new levels of consistency and control across your financial planning team, applying firm level assumptions across multiple variables.
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.
Asset & liability planning
Income & capital gains tax
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.
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:
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.
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.
Barry Newbury, Managing Partner, Epoch