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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0207 760 8829

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7IM Platform in numbers

30 September 2021

£14.1bn

AUM

33808

Clients

1958

Advisers

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.

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.

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.

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.

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.

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

Investment choices

Whole of Market Investment Options
Bespoke Portfolios
Adviser in house discretionary/advisory models
50+ Discretionary fund managers
3rd Party Model Portfolios
7IM Model Portfolios or 7IM Funds

What are the 7IM Platform fees and charges?

We have a tiered charging structure for the 7IM Platform as shown below. For a full breakdown of the costs associated with the 7IM platform, please view the fees and charges sheet, or get in touch with a member of our team.

Portfolio Value	Platform Service Fee (per annum)
On the first £500,000	0.30%
On the balance of £500,000 to £1,000,000	0.25%
On the balance of £1,000,000 to £2,000,000	0.15%
On the balance of £2,000,000 to £5,000,000	0.08%
On the balance over £5,000,000	0.05%