Cashflow modelling start-up i4C has formed a partnership with Intelliflo, a supplier of specialist online software for financial planners and mortgage advisers.
The deal will see i4C join a growing network of specialist channel partners available through Intelliflo’s iO Store, enabling clients to adapt or build functionality. Financial planners using Intelliflo will be able to rollout cashflow modelling for all their clients across one platform.
Intelliflo said the driving force behind the partnership was the growing need for financial planners to provide more ‘consistent, transparent and streamlined’ due 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.
Mark Harman, CEO at i4C added: “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.”
Founded in 2016, i4C’s software equips firms with integrated cashflow planning capabilities. It helps drive the number, longevity and value of your client relationships, raising profitability while supporting resilient compliance and advice processes according to its website.
The company 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.
Formed in 2004, Intelliflo provides information technology services to financial services companies. Its web-based business management software, Intelligent Office (iO), helps financial businesses large and small to improve efficiency and increase profits.
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