Wealth Management Platform
A whole-of-market investment platform supporting financial advisers to deliver an unrivalled client experience.
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Powerful New Online Reporting Feature
We've launched the first phase of our next-generation reporting suite, designed to give faster, smarter access to client data. Built with intuitive functionality and adviser feedback at its core, this upgrade is part of 7IM’s multi-million-pound investment in our award-winning proprietary platform.
The digital feature reimagines how client valuations are shown, consolidating key data into one sleek, easy-to-use interface. This simplifies the reporting process and streamlines the number of systems required.
Introducing the 7IM Retirement Income Solution (RIS)
Feel confident about your clients’ money lasting the distance and being ready to adapt to the ever-changing world with the 7IM RIS – managed by you, underpinned by our robust methodology.
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