Intelliflo says its new tool, called intelliflo planning, has been “built by Financial Planners and Paraplanners.”

i4C will eventually be decommissioned but advisers will be able to use both i4C and intelliflo planning at the same time for one month while their data is migrated across. 

Cashflow tool provider and startup i4C entered into a partnership with Intelliflo in 2018 to provide its cashflow system. i4C was eventually bought by Intelliflo in 2019.

Intelliflo says its new tool will make it quicker and easier for advisers to “build, adapt and stress-test clients’ plans.”

Client financial goals and scenarios can be incorporated into a financial roadmap.

Intelliflo planning should provide increased speed, especially in the area of calculations, a new interface, including customers’ logo and colours and improved integration with intelliflo office.

Key features include single point of data entry, improved tax calculations, unlimited scenario planning and goal seeking wizards.

Nick Eatock, CEO of intelliflo, said: “We’re proud to be launching an upgraded cashflow modelling tool for advisers that makes it much more effective to use alongside clients.

"We know that engaging clients in their Financial Planning journey is critical to showcasing the value of advice, so our new interface and improved functionality is designed to do just that. Most importantly, this technology has been built by Financial Planners and Paraplanners so we’re confident it’ll deliver what our customers need to grow their business and simplify the complexities of long-term planning."