Latest updates to the 7IM Platform service
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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…
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.
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