The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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?

Daily bulk updates of your client account valuations and positions
Daily updates of your client transaction histories
Easy access to provider formatted remuneration files

Who do 7IM integrate with?

We have established partnerships with leading back office software providers and are committed to ongoing enhancements to our proposition.

ProviderBulk valuationsTransaction historyRemuneration file
Assyst Software – Client AssystYes--
Bad DinosaurYes--
Bluecoat Software – FinPlanYes--
Creative Technology – Best Practice / EnableYes-Yes
Durrell SoftwareYes--
Dynamic PlannerYes--
Expersoft Systems AGYesYes-
Intelliflo – Intelligent OfficeYes-Yes
IRESS – XPlan / Adviser OfficeYesYesYes
Moneyinfo – SammediaYesYes-
Plum SoftwareYes-Yes
Prestwood Software – TruthYes--
Sprint Enterprise – FastrakYesYes-
Third Financial – TerceroYesYes-
Timeline AppYes--
Time4Advice – CuroYes--
True PotentialYes--

Discover more

Financial Intermediary

I confirm that I am a Financial Adviser, Solicitor or Accountant and authorised to conduct investment business.

If you do not meet this criteria then you must leave the website or select an appropriate audience.

Contact us