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Webinar

The new 7IM app and portal: what advisers need to know

7IM 2026 Webinar Series
Nov 12
10:00 AM - 11:00 AM

The new 7IM app and portal, launching at the end of November, is designed so your clients can see what matters, when it matters, giving them a simpler, clearer way to stay connected to their investments.

Join us for a live walkthrough of the new experience and discover how the app and portal will help create more informed client conversations.

During the session, we'll cover:

  • What clients will see at launch
  • The key benefits for advisers and their clients
  • Important dates and what your clients need to do
  • What enhancements are planned beyond launch
  • Live Q&A with the 7IM Platform team

This webinar is designed to ensure you're ready to support your clients from day one.

Register today to see the new experience in action.

Your hosts

Sam Cole
Sam Cole
Head of Platform Development, 7IM
Kieran Cardozo Smith
Kieran Cardozo-Smith
Head of Product Strategy & Design, 7IM
Henry Fletcher
Henry Fletcher
Platform Relationship Manager, 7IM
This webinar is for advisers and paraplanners only.
Financial Intermediary

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