i4C

Cashflow modelling software designed for financial planners to create engaging lifetime cashflow forecasts. It's intuitive and easy to use.

[i4C @i4CtechUK]

i4C is now #intellifloplanning!

For regular news and updates on intelliflo planning, follow @IntellifloLtd

#cashflowplanning #financialadvice #financialplanning

[i4C @i4CtechUK]

i4C is changing, follow @IntellifloLtd to find out more!
#intellifloplanning #cashflowplanning #financialadvice #financialplanning #paraplanners

[i4C @i4CtechUK]

Don't forget to follow @intellifloltd, where i4C has been brought together with four other #digitalwealth businesses all under one global brand – intelliflo. This is where you can find new updates going forward!

[i4C @i4CtechUK]

Exciting news 📢

We’re bringing i4C together with market leaders RedBlack, Portfolio Pathway, Intelliflo and Jemstep to create a new leader in #financialadvice technologies under one global brand: intelliflo.

Follow us here @intellifloltd and click below.

[i4C @i4CtechUK]

92% of planners agree that cashflow modelling has helped their clients understand the effects of significant market movements on their plans. Read more in @ProfParaplanner here: https://t.co/RfPmYAMFde #cashflowplanning #financialplanning #cashflowsurvey

[i4C @i4CtechUK]

Our recent survey looked at the extent of cashflow modelling usage in the advisory process and the value it adds. Take a look at the survey results here 👇
https://t.co/WV5a35yCQv

[i4C @i4CtechUK]

"As more and more planners gain confidence in using cashflow modelling, we think that 2021 will see a growth in the number of advisers using the tool live in client meetings."

Read @RobTedder's latest blog on his thoughts for 2021 👇

https://t.co/pPmQ2Sbq2T

[intelliflo @IntellifloLtd]

Our recent research concluded that both advisers and clients benefit from the use of #cashflowmodelling, however, firms failed to use the tool regularly or at crucial junctures Read more here:https://t.co/chKxa8QxM6 by @imogent_ for @FTAdviser #financialadvice #marketresearch

[i4C @i4CtechUK]

"Throughout the coronavirus pandemic 67% agreed that cashflow modelling helped to reduce client worry" according to a recent survey by @IntellifloLtd and @i4CtechUK. Great to hear!

Read more in @Profadviser

https://t.co/7JH1bamlpq

[Rob Tedder @RobTedder]

2021 is looking exciting for @i4CtechUK Do you fancy a change of direction? A hugely varied role working with a brilliant passionate team. Ideal for a PP or adviser If you or you know of anyone that may be interested please contact me at [email protected] for a chat.

[i4C @i4CtechUK]

Best holiday wishes from our team at i4C. Hoping that you are all healthy and happy this festive season. Thank you for your support throughout the year.

[intelliflo @IntellifloLtd]

Today we’ve launched our very own podcast series – #IntellifloInsider 📢 Our first episode takes a look at 2021 in the world of #financialadvice, joined by guests @themoneypanel & @ianmckennaftrc and our own @nickeatock: https://t.co/Gtc9Ecz2YJ #podcast #fintech

[i4C @i4CtechUK]

How do #financialadvisers position cashflow modelling with clients?

In her latest blog @WarlyBobbs shares some great tips from #financialadvice firms who use i4C.

https://t.co/mej1fnI1YS

[intelliflo @IntellifloLtd]

.@nickeatock commented at #CTG2020 "This year’s eAdviser Index shows that embracing technology can have an impact on any business. Firms that score highly are outranking their peers in terms of clients advised, revenue generated and assets under management"https://t.co/HfmdoQ8xUE

[i4C @i4CtechUK]

One of the key reasons to use #cashflowplanning live with clients is that it provides real time answers to their questions.

Here are our 7 reasons why #fiancialadvisers should use cashflow live with clients.

https://t.co/PGwgMcp7uM

[i4C @i4CtechUK]

Nearly 50% of UK pension savers are unaware they are saving into pension according to @equiniti.

Cashflow planning can help with #pension saver engagement to ensure workers have a closer connection with their #saving and #retirement.

https://t.co/y4RSpPfkJ0

[intelliflo @IntellifloLtd]

Take a look at our CEO @NickEatock and @RobTedder from @i4CtechUK discussing the use of technology during #lockdown with John Porteous from @_CharlesStanley on @assettv - plus earn some CPD points! https://t.co/PxXayYpZxE #Fintech #digitalwealth

[i4C @i4CtechUK]

Over 53% of 45-64-year-olds have never calculated when they can afford to #retire, according to research from @Aviva in @_FPToday.

#Cashflowplanning gives a client a visual representation of how their finances will look, from now into their latter years.

https://t.co/60xaw9KSwQ

[i4C @i4CtechUK]

7 tips to nail cashflow modelling first time!

#cashflowplanning #financialplanning #IFA

https://t.co/1lUAOtuYum