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

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

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Standing Investment Instructions (SII)
A Standing Investment Instruction (SII) allows you to automatically invest new lump sum and cash transfer monies into a set of investments of your choosing, reducing the work and risk to your business. We’ve now improved our functionality to allow you to add SIIs to existing accounts.
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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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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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Our latest release

In our latest release, we’ve worked on small improvements to enhance the 7IM Platform.

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Previous releases

March

May

July

September

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.

  • Access Hub - online user account maintenance
  • DFM MPS Functionality - improved tools and reporting
  • DFM MPS Rebalance - improved stability and exception handling

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

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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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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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Model your clients' financial futures or keep up to date with their portfolios on the go, via our app 7IMagine.
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