Discover the 7IM Platform
Introducing the 7IM platform - our service-led, forward thinking and scalable investment platform for intermediaries.
Request a demo at a time that suits you.
7IM Platform in numbers
As at 31 January 2025
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
Key dates and support for 2024-25 tax year-end
With TYE fast approaching, we have a dedicated information hub with key dates to keep in mind as you plan for this busy time of year.
We have always prided ourselves on the service and solutions that we provide our clients but don't just take our word for it.
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.
Interested in a demo?
Want to arrange a demo or know more about the 7IM Platform? Get in touch with our team today.
If you would like our team to call you back, complete our form and we will get in touch.
To book a virtual meeting with our team, use the link below and select the region your firm is located, then choose a date and time that suits you.
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