7IMagine app

Model your clients' financial futures or keep up to date with their portfolios on the go, via our app 7IMagine

As a 7IM platform user, you and your clients benefit from our award-winning 7IMagine app.

7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want.

Download the app for free from the Apple App Store, Google Play Store and Microsoft Store.

Have 7IM just delivered the best Financial Planning software user experience ever?

"Imagine if advisers could have access to a retirement planning tool that was as easy to use… with a user interface so intuitive that you really don’t need any training or guidance on how to use it. Such a product could potentially transform how advisers engage with clients digitally."

Ian McKenna, 12 February 2021
Full analysis is available on AdviserSoftware.com (login required)

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View your clients portfolios on the go

7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection.

My Future

My Future is a brilliant tool to encourage client engagement. Capturing details about family, property and wealth, it allows advisers to create cashflow plans with interactive charts that you can share with your clients. It paints a picture of your clients’ financial future to check if their retirement plans are on track.

My Money

My Money provides you and your clients an interactive way to keep up to date with how their investments are performing, their asset allocation and where around the world their assets are invested.