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Intelliflo acquires cashflow modelling businessi4C Technology

6 August 2019

Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers.

Bath-based i4C Technology launched in 2017 to provide cashflow modelling software to the UK financial adviser community.

The cashflow modelling application has been set up to provide a client-friendly interface into Intelliflo’s Intelligent Office (iO) open architecture business management solution.

Intelliflo said i4C will not be a default service and Intelligent Office would remain a fully open architecture solution, and Intelliflo will continue to work with both existing and new software partners to integrate innovative new product capabilities into the iO Store™. i4C will be accessible, alongside other existing Intelliflo partners, via the iO Store™ for those users who wish to access it.

Nick Eatock, Executive Chairman of Intelliflo said: “i4C Technology’s cashflow modelling application interfaces seamlessly with our Intelligent Office business management solution to provide a powerful suite of tools to support advisers’ financial and tax planning conversations with clients. The combination of i4C and Intelligent Office means advisers can discuss and model options with clients in real time, helping clients to make informed financial choices.

“We believe that the i4C cashflow modelling tool, combined with Intelligent Office, delivers the most powerful solution on the market for UK advisers and will be a key building block in delivering Intelliflo’s planned international expansion.”

The the terms of the transaction were not disclosed.

Professional Paraplanner