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.

Integration services

Why use 7IM integration services?

More Efficient Processes - Integrating 7IM systems with your back office and practice management software will mean you remove the need to re-key data and reduce the likelihood of errors.

Improved Business Management - spending less time on administration tasks means 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.
The Provider Matrix document contains a full list of integration partners and services offered.

How to access 7IM integration services

Valuations and Transactions - Click here for guidance on set up.

For guidance on accessing our Remuneration Files please contact your 7IM Relationship Manager.

7IM support

7IM do not provide direct support for third party software. If you do encounter a problem please contact your software provider support desk in the first instance.

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
Close search