Latest updates to the 7IM Platform service

Keep up to date with the latest new features on the 7IM Platform as well as a look ahead to future developments.

Introducing Secure Lifetime Income in partnership with Just

At 7IM, we recognise the unique challenges that advisers face when it comes to creating and managing a sustainable income stream in retirement. That’s why we’ve partnered with Just to offer their innovative Secure Lifetime Income solution.

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DFM MPS Functionality

We’ve added new tools and reports and digitised paper-based process to make the job of administering DFM MPS on our Platform quicker and easier.

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Euro and US Dollar reporting

We've expanded our reporting so that clients can now be set up with a base currency of Euros or US Dollars. This is all supported by our technology, and clients can view their portfolios in their chosen currency in their quarter end reports, across the 7IM Client Portal and 7IMagine.

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Our latest release

Take a look at the enhancements we’ve made to the 7IM Platform including the launch of Secure Lifetime Income (SLI) in partnership with Just.

Previous releases

Coming soon

As a business, we’re constantly looking to evolve and push the boundaries with the products and services we offer you.

To do this, we need a progressive roadmap.

Although we don’t have a date confirmed, below you’ll find some items that are planned for the remainder of the year.

Data Integrations – new and improved data feeds into your practice management software
DFM MPS Rebalance - improved stability and exception handling
Access Hub - online user account maintenance

Get in touch with us if you are interested in hearing more about our future plans.

Help us help you

Our platform is designed by advisers for advisers.

But we acknowledge there’s always room for improvement. Use the contact form to submit features you would like to see added to the 7IM Platform in the future.

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Platform Login

Log in to the 7IM Platform for financial advisers, paraplanners and administrators.

Adviser login

Platform help centre

Here you will find a host of useful information to help guide you through 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.

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