intelliflo planning (formerly i4C)
Willingness to recommend
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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Invesco - intelliflo remains independent in operations to Invesco.
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