7IM app and portal
See what matters, when it matters.
A new way to view your investments is coming.
On average, we make 35,000 decisions a day. Lots are difficult. Getting a grip on your investments shouldn’t be.
That’s why we're introducing a simpler, clearer way to stay connected to your investments. Built around how people actually think, so it never feels like hard work to use.
Get a clear view of how your investments are doing and get on with your day.
Here's what you can look forward to
Simply in control
Get a clear view of your wealth, or your family's wealth, all in one place.
View portfolio value, performance and asset allocation in seconds. See performance over time, choose dates that matter to you, and understand where your money is invested.
Closer where it counts
See the same clear information wherever you log in – whether on your mobile, or desktop.
Your adviser sees it too, so you're always on the same page – making for easy conversations and decision making, together.
No noise
Designed around you with accessibility, simplicity and familiarity at its core. Intuitive design patterns help create a seamless experience and make it easier to find the information that matters.
And it's a jargon-free zone. Because who actually understands it?
Built around what matters most
When the new 7IM app and portal launches, you'll have access to the features investors have told us matter most.
This is just the beginning. We'll continue to introduce new features and enhancements over time, keeping you updated as the experience evolves. We just thought the new experience was too good to keep under wraps!
| Feature | What it means | New 7IM app and portal |
|---|---|---|
| Valuation | See what your investments are worth today, how much your investments have grown or fallen (£ and %), how value has changed over time, and the investments held in your account. | ✓ |
| Account level details | View key information for each of your accounts. | ✓ |
| Performance with benchmarks (time-weighted return) | Compare your investment performance with relevant benchmarks over time. | ✓ |
| Asset allocation | See how your money is spread across different investment types. | ✓ |
| Documents | Statements, reports and other useful account documents. | QER / Tax Packs / Contract notes |
| App availability | Where the app will be available to view or download. | Google Play Store and Apple App Store |
| Global asset allocation | View how your investments are spread across regions and markets. | Coming soon |
| Transaction history | Review money paid in, money taken out, and investment activity. | Coming soon |
| Capital Gains Tax realised gain reporting | View realised gains to help with capital gains tax reporting. | Coming soon |
| Valuation report | Download a report showing your account value and holdings. | Coming soon |
We're putting the finishing touches in place
We'll be in touch with everything you need, including clear steps and key dates, before you sign in for the first time.
7IM app and portal. Your investments, without the guesswork.
