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intelliflo planning (formerly i4C)

Willingness to recommend

4/5

Integrations

3.57/5

Value for money

4/5

Service

4.1/5
Based on 30 reviews

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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.

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Integrations

Based on 30 reviews
3.57/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Client Portal
Other
Platform
Research
Risk profiling and suitability

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
Poor usability and tech support
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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