
Discover our Platform
Our award-winning platform allows you to monitor and manage all your clients’ investments with ease
Introducing the 7IM platform
Discover more about our service-led, forward thinking and scalable platform for intermediaries and how it's shaped around you.
Request a demo at a time that suits you.

7IM Platform in numbers, 31 December 2020
Open architecture technology
The ability to use in-house and external tax wrappers including:
- Investment accounts
- ISAs and Junior ISAs
- 7IM SIPP or 3rd Party SIPP
- Onshore and Offshore Bonds
- Trusts
- Corporate or Charity
- Offshore Custody

Investment choices
- Whole of Market Investment Options
- Bespoke Portfolios
- Adviser in house discretionary/advisory models
- 50+ DFM / MPS models
- 3rd Party Models
- 7IM Models or Funds

Interested in a demo?
Want to arrange a demo or know more about the 7IM Platform? Get in touch with our team today.
Want to arrange a demo or know more about the 7IM Platform? Get in touch with our team today.
If you would like our team to call you back complete our form and we will get in touch.
Discover more
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.