Discover the 7IM Platform

Introducing the 7IM platform - our service-led, forward thinking and scalable investment platform for intermediaries.

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0203 823 8829

Getintouch@7im.co.uk

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7IM Platform in numbers

As at 30 November 2024

£18.4bn+

AUM

48360+

Clients

2780+

Advisers

Easy to do business with

Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing you more time with your clients.

Value for money

We’re always cost conscious – the 7IM Platform is responsibly and competitively priced. You’ll also gain access to the 7IMagine app, where you can conduct reviews and create bespoke cashflow plans for your clients.

Keeping assets secure

Assets are held in custody with Pershing Ltd, whose parent, BNY Mellon, is an AA-rated bank and one of the world’s largest custodians.

Expertise and a personal touch

Our dedicated and experienced Platform Team are here to help you, getting to know you and your business and adapting the service to fit your needs.

Bespoke reporting and client engagement

You'll benefit from a comprehensive suite of reporting tools that can be tailored to your advice process and your clients' needs.

Responsive to change

Proprietary technology allows us to be responsive to changes and adapt to you and your clients’ evolving needs.

Open architecture technology

The ability to use in-house and external tax wrappers including:

Investment accounts
ISAs and Junior ISAs
7IM SIPP or 3rd Party SIPP
Onshore and Offshore Bonds
Trusts
Corporate or Charity
Offshore Custody

Investment choices

A vast range of investment options including:

Whole of Market Investment Options
Bespoke Portfolios
Adviser in house discretionary/advisory models
50+ Discretionary fund managers
3rd Party Model Portfolios
7IM Model Portfolios or 7IM Funds

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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Our recent awards and ratings for the 7IM Platform

We have always prided ourselves on the service and solutions that we provide our clients but don't just take our word for it.

Schroders UK Platform Awards 2023 - Leading Retirement Proposition - Winner

Akg Financial Strenth Rated B Dfm Sector

Professional Adviser Awards 2023 Winner for Best Retirement Initiative

Schroders Leading Retirement Platform Winner 2022

What are the 7IM Platform fees and charges?

We like to be transparent and up front about our fees and charges for the 7IM Platform. You can view everything from our standard tiered platform charging structure, to how much it costs for your clients to purchase various assets. We have even confirmed the 7IM SIPP fees and charges too.

View fees and charges