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Platform release - October 2021

In our latest release, the team have been working hard behind the scenes to make improvements to the platform, with particular focus on system performance.

Although not visible, we hope you will feel the benefits of these changes during your day-to-day use of the 7IM Platform.

In case you missed it, in our previous release we increased the 7IM SIPP information available to you on the 7IM Platform. Discover more below.

Easy access to client SIPP information

Once logged in to the 7IM Platform, you will now have access to a broad range of 7IM SIPP specific information in the client account area, including:

  • Crystallised/uncrystallised split
  • Contributions in the current tax year
  • Income drawdown in the current tax year
  • Arrangements
  • Beneficiaries
Platform Release September
Resources
CGT reporting
The firm level all clients CGT report can now be downloaded in CSV format, making it easier to analyse the data. To access this report go to: Reports > Tax > CGT Reports > All Client CGT Reports.
7Imagine
Portfolio groups
To prevent any accidental delinking, we have removed the unlink button from DFM portfolio groups.
Flux
Regular withdrawals
We have fixed a few bugs to improve the regular withdrawal process and the online status alerts.
Cogs
Platform improvements
We’ve been working hard 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.

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