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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Latest updates to the 7IM Platform service

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Inheritance Tax Isa Sipp
Bed and ISA
Our new Bed & ISA feature, ready in time for tax year end. The new functionality should make it easier for you to process Bed & ISA submissions in the 7IM Platform. We have created a video tutorial to show you how to use it.
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Resources
New look illustrations
As part of our ongoing commitment to listen and respond to feedback, we have updated the look and feel our pre-sales illustrations and SIPP annual statements, making them easier for clients to read and understand. Login to the 7IM Platform and take a look for yourself.
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7IMagine - Cash flow modelling just got better
Our award winning app 7IMagine just got better. Advisers can set up MyFuture cash flow plans with multiple levels of retirement income, confirm retirement options using our enhanced view and toggle between seeing values in Todays or Future money.
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Live now

In our March release, we focused on small changes that will provide big improvements. These included:

  • Minor updates to our new Bed & ISA process
  • Further enhancements to our account opening journey
  • Enhanced MiFID 10% drop reporting
  • Transactions and more…
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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 year ahead.

  • Multi-Currency Reporting - EUR / USD based client reports and screens
  • 7IM SIPP Online - easy access to client SIPP information
  • Standing Investment Instructions - online instruction maintenance
  • Access Hub - online user account maintenance
  • DFM MPS Functionality - improved tools and reporting

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

IFA Feature 13

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.

To ensure that we fully understand your requirements, could we contact you?
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Platform Login
Log in to the 7IM Platform for financial advisers, paraplanners and administrators.
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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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Financial Intermediary

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