Pre-sales and account opening
How to create a cashflow plan in My Future
My Future is the cashflow tool found within our 7IMagine app. Our friends at FTRC have recorded this demo of My Future showing you how you can create a cashflow model for your clients.
How to create an illustration
This video will show you how to create an illustration for a 7IM SIPP, ISA, or GIA. You might also like to read our illustrations guide. Remember that illustrations for third party provided wrappers (such as bonds or SIPPs) should be obtained from that company.
Online applications and account opening
Open new GIA, ISA and 7IM SIPP accounts easily online, including automatic cash splits and investments, by following the instructions in this video.
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