This deal follows Intelliflo’s own acquisition by Invesco and recent partnership with Dynamic Planner.
Bath-based i4C Technology provides advisers with access to a cashflow modelling application, which will be used through Intelliflo’s Intelligent Office (iO) open architecture business management solution.
Real time
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.”
He provided no details about which regions the company is targeting.
Details
Intelligent Office will remain a fully open architecture solution, while Intelliflo continues to work with both existing and new software partners to integrate products into the iO Store.
i4C will continue to be accessible, alongside other existing partners, via the iO Store for those users who wish to access it.
The terms of the deal were not disclosed.
