7IM Platform help centre
Here you will find a host of useful information to help guide you through the 7IM Platform.
Platform video guides
Please select one of the below categories to help find the video guide suitable to you.
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.
Popular Platform documents
- 7IM Bank Details
- 7IM Platform Login User Guide
- 7IM Platform Adviser User Guide
- 7IM Platform Client Brochure
- 7IM Client Portal User Guide
- 7IM Illustrations Guide
- 7IM Platform FE Analytics Link
- 7IM SIPP Tailored Drawdown guide (sales aid)
- Client Asset Protection – UK
- 7IM GIA, ISA & JISA Key Features
- Identification (AML) guide for non-personal clients
- Structured Products Process
All of our forms and documents can be found in our literature centre.
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