7IM Platform help centre
Here you will find a host of useful information to help guide you through the 7IM Platform.
Platform video guides
Please select one of the below categories to help find the video guide suitable to you.
Pre-sales and account opening
View our pre-sales and account opening video guides (including our new platform login process guide).
View here
Account maintenance
View our account maintenance video guides.
View here
Client reporting
View our client reporting video guides.
View here
Trading
View our trading video guides.
View here
Introducing the 7IM Retirement Income Solution (RIS)
Feel confident about your clients’ money lasting the distance and being ready to adapt to the ever-changing world with the 7IM RIS – managed by you, underpinned by our robust methodology.
Popular Platform documents
- 7IM Bank Details
- 7IM Platform Login User Guide
- 7IM Platform Adviser User Guide
- 7IM Platform Client Brochure
- 7IM Client Portal User Guide
- 7IM Illustrations Guide
- 7IM Platform FE Analytics Link
- 7IM SIPP Tailored Drawdown guide (sales aid)
- Client Asset Protection – UK
- 7IM GIA, ISA & JISA Key Features
- Identification (AML) guide for non-personal clients
- Structured Products Process
All of our forms and documents can be found in our literature centre.
Discover more
Accounts on the 7IM Platform
Visit our information hub providing guidance on how to open, top-up, and manage the various wrappers available on our platform.
Discover more
DFMs on Platform
Discretionary fund managers and the model portfolios available on the 7IM Platform.
Discover more
Platform login help and FAQs
Find answers to our most frequently asked questions and help for accessing our new Platform login system.
Discover more
Contact us
Need to get in touch? Our Platform Service Team can help with technical support.
Financial Intermediary
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.