Cashflow modelling fintech start-up i4C has entered into a landmark strategic partnership with Intelliflo.

20 June 2018

Cashflow modelling fintech start-up i4C has entered into a landmark strategic partnership with Intelliflo.

The new partnership will see i4C join a growing network of specialist channel partners available through Intelliflo’s iO Store, enabling clients to adapt or build functionality which exactly matches their business requirements.

Financial planners using Intelliflo will be able to rollout cashflow modelling for all 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 as part of the partnership, with only a single sign-on required.

The announcement coincides with the official launch of i4C’s new product version which provides financial planners with a feature-rich, but easy to use web-based application, enabling the creation of simple or complex cashflow modelling to provide clear and compliant guidance to clients.

Intelliflo, which is newly backed by investment business Invesco, helps the financial services community thrive in an ever-changing market by making their operations more professional and profitable. Through continually developing its best-in-class, web-based business management system, Intelliflo strives to help its clients become industry leaders.

Mark Harman, CEO at i4C said: “We are delighted to announce this landmark partnership with Intelliflo. The demand for a universal software application, tailored to match the differing needs of financial planners and clients alike, has been borne out of the evolving regulatory and commercial environment financial planners are having to operate in.

“It’s never been more important for financial planners to demonstrate the impact of their advice, ensuring clients feel able to make more informed life-changing financial decisions with clarity, confidence and transparency.”

Nick Eatock, Executive Chairman at Intelliflo said: “Our new partnership with i4C represents a valuable and significant addition to our ever-expanding network of key channel partners.

“Teaming up with i4C was an obvious choice for Intelliflo, as financial planners using our platform will now be able to make cashflow modelling central to their advice processes with ease, without having to compromise on sophistication.”

The growing need for financial planners to provide more consistent, transparent and streamlined advice processes responds to the changes recently witnessed by the industry, including the introduction of MiFID2 requirements and the adoption of robo-advice by certain parts of the market.

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 are able to be made effortlessly, 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.