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.

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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.

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Introducing the 7IM platform for intermediaries
Introducing the 7IM platform

7IM Platform in numbers, 31 December 2020

£12bn
AUM
29,984
Clients
1,748
Advisers
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Easy to do business with
Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing you more time with your clients.
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Value for money
We’re always cost conscious – the 7IM Platform is responsibly and competitively priced. You’ll also gain access to the 7IMagine app, where you can conduct reviews and create bespoke cashflow plans for your clients.
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Keeping assets secure
Assets are held in custody with Pershing Ltd, whose parent, BNY Mellon, is an AA-rated bank and one of the world’s largest custodians.
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Expertise and a personal touch
Our dedicated and experienced Platform Team are here to help you, getting to know you and your business and adapting the service to fit your needs.
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Bespoke reporting and client engagement
You'll benefit from a comprehensive suite of reporting tools that can be tailored to your advice process and your clients' needs.
Flexible
Responsive to change
Proprietary technology allows us to be responsive to changes and adapt to you and your clients’ evolving needs.

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
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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
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Interested in a demo?

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Call us

Want to arrange a demo or know more about the 7IM Platform? Get in touch with our team today.

0207 760 8829
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Want to arrange a demo or know more about the 7IM Platform? Get in touch with our team today.

Getintouch@7im.co.uk
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Discover more

Platform help centre
Here you will find a host of useful information to help guide you through the 7IM Platform.
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7IM SIPP
Our SIPP allows you to easily build and manage your clients’ financial future. - available exclusively on the 7IM Platform.
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7IMagine app
Model your clients' financial futures or keep up to date with their portfolios on the go, via our app 7IMagine.
Find out more
Financial Intermediary

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