Platform release - July 2021
List of changes in our 31 July 2021 7IM Platform release
Standing Investment Instructions (SII) - Existing Accounts
We’ve now improved our functionality to provide you with the ability to add SIIs to existing accounts.
Practice Level SII Information
You can now view all of your active and cancelled SII's plus see where there are SIIs you need to action.
Update to 'New Platform Assets Report' to include SII
Our 'New Platform Assets Report' will now confirm if there is a SII and if it has been processed against the new monies received.
Improved access to 7IMagine for clients
Clients can now have biometrics (face / fingerprint) enabled on multiple devices they have 7IMagine installed on. We have also upgraded our prospect registration journey, to allow users to register for access with an email address only if they don't have a mobile phone
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