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Intelliflo acquires a digital cashflow modelling business

Michael Lloyd

August 1, 2019

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

Intelliflo is a specialist online software for IFAs, financial and mortgage advisers.

It said this acquisition builds on partnerships with experts to provide advisers with the innovative and flexible tools they need to develop their business, supporting the adviser to deliver an improved investment experience for end clients.

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.”

Mark Harman (pictured), chief executive of i4C Technology, added: “This is a really exciting step for i4C Technology and our cashflow modelling application.

“Our team has worked closely with Intelliflo over the last 18 months and throughout we have been impressed and inspired by its client-focused technology, strategy and culture.

“Combining forces will provide the investment, resources, knowledge and reach to make i4C the predominant cashflow modelling application in the UK as well as supporting Intelliflo’s expansion plans.

“We are very confident that this is great news for current and prospective customers, whether using i4C through the iO Store or directly with us, and we are keen to get going on the next stage of the business’ development.”

Intelliflo provides advisers with access to a comprehensive and easy-to-use cashflow modelling application, providing an interface into Intelliflo’s Intelligent Office (iO) open architecture business management solution.

Intelligent Office will remain a fully open architecture solution while Intelliflo will continue to work with both existing and new software partners to integrate innovative new product capabilities into the iO Store.


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