The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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0203 823 8829
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Wealth Management Platform

A whole-of-market investment platform supporting financial advisers to deliver an unrivalled client experience.

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Our award-winning platform allows you to monitor and manage all your clients’ investments with ease.
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Model your clients’ financial futures and stay updated with their portfolios on the go via the 7IMagine application.
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Find out more about our fees and charges for using the 7IM Platform and the 7IM SIPP.
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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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Are you already using the 7IM platform? We have lots of useful guides and videos on how to use our platform.
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Accounts on the 7IM Platform
This information hub provides guidance on how to open, top-up, and manage the various wrappers available on our platform.
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The award winning 7IM Platform has been designed for firms who want to use discretionary investment models.
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7IM SIPP
An easy, flexible way for financial advisers to build and manage their clients’ financial future.
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View all documents associated with our Platform including brochures, user guides and application forms.
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