7IM Integration Services
Integrating 7IM data into your back office and practice management software will help improve process efficiency by reducing re-keying of data and errors, and by spending less time on administration tasks you’ll have more time to spend with clients and growing your business.
What services do we offer?
Who do 7IM integrate with?
We have established partnerships with leading back office software providers and are committed to ongoing enhancements to our proposition.
| Provider | Bulk valuations | Transaction history | Remuneration file |
|---|---|---|---|
| Assyst Software – Client Assyst | Yes | - | - |
| Bad Dinosaur | Yes | - | - |
| Bluecoat Software – FinPlan | Yes | - | - |
| Contengo | Yes | Yes | - |
| Creative Technology – Best Practice / Enable | Yes | - | Yes |
| Durrell Software | Yes | - | - |
| Dynamic Planner | Yes | - | - |
| Expersoft Systems AG | Yes | Yes | - |
| Intelliflo – Intelligent Office | Yes | - | Yes |
| IRESS – XPlan / Adviser Office | Yes | Yes | Yes |
| JCS | Yes | - | Yes |
| Moneyinfo – Sammedia | Yes | Yes | - |
| Morningstar | Yes | - | - |
| Plum Software | Yes | - | Yes |
| Prestwood Software – Truth | Yes | - | - |
| Sprint Enterprise – Fastrak | Yes | Yes | - |
| Third Financial – Tercero | Yes | Yes | - |
| Timeline App | Yes | - | - |
| Time4Advice – Curo | Yes | - | - |
| True Potential | Yes | - | - |
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7IM do not provide direct support for third party software. If you do encounter a problem please contact your software provider’s support desk in the first instance who will then contact us if they need our help.
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