Welcome to the 7IM Platform Help Centre

Here you will find a host of useful information to help guide you through the Platform.

If you have any questions or need some help finding what you require please contact us using the information provided below.

NEW – Downloading client tax packs

NEW – Linking clients

How to Invest Cash

How to Sell Assets

Investing into a Model Portfolio Service (MPS)

Moving assets between sub accounts

Opening extra sub accounts

How to create an illustration

How to create an investment report (CRR)

Incorporating the new CRR functionality coming at the start of March 2020

Doing an ad-hoc Sell and withdraw

Setting up Regular Withdrawals & Sales

Changing client nominated bank account

Switching Off Paper Contract Notes

7IM Cashflow Tool (My Future) Demo

Our friends at FTRC recently recorded a demo of My Future within our 7IMagine mobile app. Click here to view the video.

Creating a Favourite funds list