Cashflow fintech i4C launches integration with Intelliflo

26 September 2018

i4C, a feature rich but easy-to-use cashflow modelling application for financial planners, has launched its full live integration with Intelliflo, a supplier of specialist financial software.

Financial planners using Intelliflo will be able to rollout cashflow modelling for their clients across one platform, safe in the knowledge the data inputted is consistent across applications. Existing Intelliflo users will also benefit from a smooth integration with i4C, with only a single sign-on required.

The move sees i4C join a growing network of specialist channel partners available through Intelliflo’s iOStore, enabling clients to adapt or build functionality which exactly matches their business requirements. i4C first revealed its new partnership with Intelliflo at their annual London Change The Game conference in June.

Mark Harman, CEO at i4C said: “We’re delighted to announce our integration with Intelliflo. Financial planners using the platform will now be able to create simple or complex cashflow modelling scenarios, while also having the ability to enter clear and consistent data across applications, providing a great opportunity to improve compliance levels.”

i4C is for financial planners needing to put cashflow modelling central to their advice processes. It is a single unified application, able to be used by all financial planners for all clients, from the most complex to the simplest.

Used as an interactive tool, i4C enables financial planners to adjust clients’ future objectives in real-time, while also providing the opportunity to create, compare and illustrate unlimited scenarios, making it simpler to plan effectively for all clients at every level. Powerful tax calculations can be made with ease, available to view in graph or table formats.

i4C allows users to quickly input all data onto one system, ensuring a greater focus can be placed on growing the number, longevity and value of client relationships.

For more information regarding i4C, please visit www.i4csoftware.co.uk.

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See how efficient and easy to use our integration is via our short integration video guide. This video can be accessed from within the i4C App on the iO store and via the i4C Knowledge and Support Community.

To purchase an i4C licence, simply go to the iO Store. Once purchased, login to Intelliflo, load a client, click on ‘Client Actions’ and select ‘Load i4C LaunchPad’ and you’re off and running.