Wealth Management Platform
A whole-of-market investment platform supporting financial advisers to deliver an unrivalled client experience.
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Powerful new Online Reporting Feature
We've launched the first phase of our next-generation reporting suite, designed to give faster, smarter access to client data. Built with intuitive functionality and adviser feedback at its core, this upgrade is part of 7IM’s multi-million-pound investment in our award-winning proprietary platform.
The digital feature reimagines how client valuations are shown, consolidating key data into one sleek, easy-to-use interface. This simplifies the reporting process and streamlines the number of systems required.
Key dates and support for 2025-26 tax year-end
With TYE fast approaching, we have a dedicated information hub with key dates to keep in mind as you plan for this busy time of year.
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