Platform release - March 2022

List of changes in our 4 March 2022 7IM Platform release

Here are the changes we have made in this release:

MIFID reporting

We have added a Client MIFID Relationship report that provides MIFID relationship data including the service offered (i.e. discretionary or advised) for all clients and supports new regulatory reporting requirements under MIFID PRU 4.7 (IFPR reporting). It is important that we have the correct information about your MIFID relationship with each client, as this affects what we report (such as the transaction reporting). Please contact our Platform Service Team know if any client’s relationship needs amending.

DFM MPS information for third party software

We’ve now added the DFM model name to the data feed that we make available to third party software providers. This will allow the software providers to use and display the DFM model name for a 7IM account on their systems and reports. Please note that this will require the software providers to amend their systems to use and display this new data field should they wish.

Under the bonnet improvements

We’ve also been working in the background to continually improve the reliability and stability of our platform and as a result, have released several fixes for known bugs to provide a more robust service for you and your clients.

Discover more

Already use the 7IM platform?

Come visit our online help centre where you will find a host of useful information to help guide you through using the 7IM platform.

Discover more

Image of the adviser platform displayed on a laptop screen on a teal background

New to the 7IM platform?

The 7IM platform helps over 1,700 advisers deliver a unrivalled client experience - come and see how we could support you and your clients.

Discover more

Have a question about the 7IM platform?

If you have a question about the release or the 7IM Platform and would like our team to call you back, complete our form and we will get in touch.

Complete our contact form