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intelliflo planning (formerly i4C)
Willingness to recommend
3.72/5
About the provider
intelliflo planning is a powerful cashflow modelling solution that lets you build, stress-test and adapt client plans with minimal effort and maximum impact.
So, whether you’re aiming to retain the clients you already have, grow your existing client numbers, or get your business in a good shape to sell it – you’re going to need a way to stand out. intelliflo planning is the intuitive cashflow planning solution that can help you do just that.
Because intelliflo planning was designed by planners and paraplanners, they put a lot of effort into making sure it was as easy to use as possible. They also knew exactly what they wanted the solution to do for you and your end clients. That’s why intelliflo planning offers you: highlighted plan updates, efficient goal analysis, detailed tax computations, simplified data entry, unlimited scenario planning, and fully customisable settings.
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Ownership:
Invesco - intelliflo remains independent in operations to Invesco.
AUM:
$1 trillion+
NextWealth analysis
intelliflo planning doesn't figure on our adviser survey, until we build a larger sample we are unable to provide a view based on meaningful data. As the tool receives reviews on our directory, we will offer a view. i4C was recently bought by Intelliflo and should allow the back office provider to offer better tax planning and income modeling for clients in decumulation.
Integrations
Based on 72 reviews
3.4/5
Integrates One Way
Integrates Both Ways
intelliflo office (intelliflo)
No integrations available for Cash Management
intelliflo personal finance portal
No other integrations available.
No integrations available for Platform
No integrations available for Research
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
They offer 1 to 1 tuition if needed
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
"Excellent system
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
