i4C is preparing for its official unveiling at this year’s Intelliflo ‘Change the Game’ Conferences in Manchester and London in June.
i4C is a SaaS (software as a service) that provides Financial Planners with a sophisticated web-based product, enabling the creation of simple or complex cashflow plans.
The company says the application responds to the need for planners to provide more consistent, transparent and streamlined advice processes in response to challenges from increased regulation due to MiFID II and the adoption of robo-advice by clients.
i4C is a cashflow modelling system designed to be intuitive and easy to use.
It joins a growing field of cashflow tools from established competitors such as Prestwood / Truth, Voyant and CashCalc.
The Bath-based firm says other offerings available on the market are either too simplistic, with limited capabilities, or are too complex and complicated to use.
Used as an interactive tool, i4C’s adjustments to a client’s future objectives are able to be made in real-time.
Mark Harman, chief executive at i4C, said: “The demand for a universal application, which can be used for all clients, has been borne out of the evolving regulatory environment Financial Planners will have to operate in.
“It’s never been more important for Financial Planners to demonstrate the impact of their advice.