7IM Platform Update
Keep up to date with the latest new features on the 7IM Platform as well as a look ahead to future developments.
Powerful New Online Reporting Feature
Smarter and faster access
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.
Digital ingenuity
The new reporting feature is modern, digital-first, and inspired by the best in tech – think Spotify, Monzo, Revolut. And it has been shaped by adviser feedback from day one.
We've enabled advisers to leave feedback within the platform, which will help guide enhancements as we continue to develop an even more effortless experience for clients and advisors.
This launch follows the revamp of our transfer process and move to a cloud-based system – boosting scalability, resilience, and data-driven decision-making.
Coming soon
In early 2026, further enhancements are planned – with family group reporting, time-weighted performance and asset allocation all on the roadmap.
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