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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If you would like to know more about a 7IM service

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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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Looks interesting?

Request a demo at a time that suits you.

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7IM Platform in numbers

30 September 2021

£14.1bn
AUM
33808
Clients
1958
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

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Our recent awards for the 7IM Platform

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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 ValuePlatform Service Fee (per annum)
On the first £500,0000.30%
On the balance of £500,000 to £1,000,0000.25%
On the balance of £1,000,000 to £2,000,0000.15%
On the balance of £2,000,000 to £5,000,0000.08%
On the balance over £5,000,0000.05%

Interested in a demo?

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

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

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